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 | $64,415 | $91,538-29.6% | $129,995-50.4% | $75,163-14.3% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 48.92% | -631.11%+680.0pp | -137.18%+186.1pp | 160.62%-111.7pp |
| Employer contribution / active EE | $1,528 | $2,845-46.3% | $4,320-64.6% | $2,670-42.8% |
| Participant deferral / active EE | $2,955 | $4,341-31.9% | $5,820-49.2% | $4,125-28.4% |
| Admin fee / account holder | $3,640 | $6,790-46.4% | $10,614-65.7% | $5,651-35.6% |