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 | $63,438 | $138,044-54.0% | $125,339-49.4% | $134,475-52.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.76% | 750.33%-759.1pp | 572.05%-580.8pp | 417.96%-426.7pp |
| Employer contribution / active EE | $2,673 | $5,243-49.0% | $4,814-44.5% | $4,740-43.6% |
| Participant deferral / active EE | $9,170 | $7,799+17.6% | $7,446+23.1% | $6,400+43.3% |
| Admin fee / account holder | $621 | $11,571-94.6% | $10,010-93.8% | $11,426-94.6% |