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 | $58,789 | $138,044-57.4% | $125,339-53.1% | $134,475-56.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.25% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,495 | $5,243-71.5% | $4,814-68.9% | $4,740-68.4% |
| Participant deferral / active EE | $6,650 | $7,799-14.7% | $7,446-10.7% | $6,400+3.9% |
| Admin fee / account holder | $5,349 | $11,571-53.8% | $10,010-46.6% | $11,426-53.2% |