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 | $68,760 | $180,449-61.9% | $154,107-55.4% | $135,375-49.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.97% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,825 | $6,035-53.2% | $5,298-46.7% | $4,779-40.9% |
| Participant deferral / active EE | $4,832 | $5,806-16.8% | $5,081-4.9% | $5,609-13.9% |
| Admin fee / account holder | $8,749 | $16,143-45.8% | $13,411-34.8% | $10,827-19.2% |