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 | $162,803 | $90,600+79.7% | $79,464+104.9% | $135,375+20.3% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -6.93% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,169 | $3,068-29.3% | $2,800-22.5% | $4,779-54.6% |
| Participant deferral / active EE | $3,037 | $4,050-25.0% | $3,704-18.0% | $5,609-45.9% |
| Admin fee / account holder | $3,404 | $5,907-42.4% | $5,113-33.4% | $10,827-68.6% |