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 | $58,746 | $138,044-57.4% | $125,339-53.1% | $134,475-56.3% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -17.52% | 750.33%-767.8pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,247 | $5,243-57.2% | $4,814-53.3% | $4,740-52.6% |
| Participant deferral / active EE | $5,919 | $7,799-24.1% | $7,446-20.5% | $6,400-7.5% |
| Admin fee / account holder | $1,308 | $11,571-88.7% | $10,010-86.9% | $11,426-88.6% |