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 | $65,036 | $160,055-59.4% | $140,016-53.6% | $135,375-52.0% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -2.47% | 911.38%-913.9pp | 651.12%-653.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,711 | $6,420-73.4% | $5,606-69.5% | $4,779-64.2% |
| Participant deferral / active EE | $3,308 | $7,642-56.7% | $6,927-52.2% | $5,609-41.0% |
| Admin fee / account holder | $5,280 | $13,328-60.4% | $10,705-50.7% | $10,827-51.2% |