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 | $68,564 | $138,044-50.3% | $125,339-45.3% | $134,475-49.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.33% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,745 | $5,243-66.7% | $4,814-63.7% | $4,740-63.2% |
| Participant deferral / active EE | $5,448 | $7,799-30.1% | $7,446-26.8% | $6,400-14.9% |
| Admin fee / account holder | $404 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |