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 | $67,933 | $160,055-57.6% | $140,016-51.5% | $135,375-49.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -3.12% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,948 | $6,420-54.1% | $5,606-47.4% | $4,779-38.3% |
| Participant deferral / active EE | $4,009 | $7,642-47.5% | $6,927-42.1% | $5,609-28.5% |
| Admin fee / account holder | $13,025 | $13,328-2.3% | $10,705+21.7% | $10,827+20.3% |