See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,514 | $138,044-58.3% | $125,339-54.1% | $134,475-57.2% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -18.84% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,281 | $5,243-56.5% | $4,814-52.6% | $4,740-51.9% |
| Participant deferral / active EE | $6,772 | $7,799-13.2% | $7,446-9.1% | $6,400+5.8% |
| Admin fee / account holder | $671 | $11,571-94.2% | $10,010-93.3% | $11,426-94.1% |