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 | $65,148 | $180,449-63.9% | $154,107-57.7% | $135,375-51.9% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -4.33% | 888.09%-892.4pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,536 | $6,035-74.5% | $5,298-71.0% | $4,779-67.9% |
| Participant deferral / active EE | $3,207 | $5,806-44.8% | $5,081-36.9% | $5,609-42.8% |
| Admin fee / account holder | $1,593 | $16,143-90.1% | $13,411-88.1% | $10,827-85.3% |