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 | $70,747 | $138,044-48.8% | $125,339-43.6% | $134,475-47.4% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -16.43% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,165 | $5,243-58.7% | $4,814-55.0% | $4,740-54.3% |
| Participant deferral / active EE | $2,876 | $7,799-63.1% | $7,446-61.4% | $6,400-55.1% |
| Admin fee / account holder | $2,173 | $11,571-81.2% | $10,010-78.3% | $11,426-81.0% |