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 | $69,764 | $190,805-63.4% | $159,960-56.4% | $134,475-48.1% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -8.83% | 552.23%-561.1pp | 408.60%-417.4pp | 417.96%-426.8pp |
| Employer contribution / active EE | $2,167 | $4,995-56.6% | $4,226-48.7% | $4,740-54.3% |
| Participant deferral / active EE | $2,200 | $6,923-68.2% | $6,182-64.4% | $6,400-65.6% |
| Admin fee / account holder | $937 | $10,471-91.1% | $8,698-89.2% | $11,426-91.8% |