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 | $73,587 | $138,044-46.7% | $125,339-41.3% | $134,475-45.3% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -14.90% | 750.33%-765.2pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,265 | $5,243-37.7% | $4,814-32.2% | $4,740-31.1% |
| Participant deferral / active EE | $6,325 | $7,799-18.9% | $7,446-15.1% | $6,400-1.2% |
| Admin fee / account holder | $1,170 | $11,571-89.9% | $10,010-88.3% | $11,426-89.8% |