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 | $63,071 | $138,044-54.3% | $125,339-49.7% | $134,475-53.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -11.62% | 750.33%-761.9pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,027 | $5,243-61.3% | $4,814-57.9% | $4,740-57.2% |
| Participant deferral / active EE | $4,068 | $7,799-47.8% | $7,446-45.4% | $6,400-36.4% |
| Admin fee / account holder | $960 | $11,571-91.7% | $10,010-90.4% | $11,426-91.6% |