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 | $54,571 | $138,044-60.5% | $125,339-56.5% | $134,475-59.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.99% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,447 | $5,243-34.3% | $4,814-28.4% | $4,740-27.3% |
| Participant deferral / active EE | $6,194 | $7,799-20.6% | $7,446-16.8% | $6,400-3.2% |
| Admin fee / account holder | $578 | $11,571-95.0% | $10,010-94.2% | $11,426-94.9% |