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 | $66,058 | $138,044-52.1% | $125,339-47.3% | $134,475-50.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -17.53% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,378 | $5,243-54.6% | $4,814-50.6% | $4,740-49.8% |
| Participant deferral / active EE | $4,255 | $7,799-45.4% | $7,446-42.9% | $6,400-33.5% |
| Admin fee / account holder | $2,673 | $11,571-76.9% | $10,010-73.3% | $11,426-76.6% |