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 | $60,042 | $138,044-56.5% | $125,339-52.1% | $134,475-55.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.02% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,410 | $5,243-15.9% | $4,814-8.4% | $4,740-7.0% |
| Participant deferral / active EE | $8,856 | $7,799+13.6% | $7,446+18.9% | $6,400+38.4% |
| Admin fee / account holder | $16,789 | $11,571+45.1% | $10,010+67.7% | $11,426+46.9% |