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 | $63,757 | $197,825-67.8% | $155,790-59.1% | $125,391-49.2% |
| Participation rate | 71.4% | 82.1%-10.7pp | 76.1%-4.7pp | 83.2%-11.8pp |
| Annual return | -1.46% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $973 | $4,847-79.9% | $3,836-74.6% | $4,866-80.0% |
| Participant deferral / active EE | $2,718 | $5,630-51.7% | $4,797-43.3% | $5,352-49.2% |
| Admin fee / account holder | $1,939 | $9,545-79.7% | $7,478-74.1% | $9,540-79.7% |