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 7-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 | $57,016 | $138,044-58.7% | $125,339-54.5% | $134,475-57.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.16% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,450 | $5,243-34.2% | $4,814-28.3% | $4,740-27.2% |
| Participant deferral / active EE | $11,030 | $7,799+41.4% | $7,446+48.1% | $6,400+72.4% |
| Admin fee / account holder | $6,807 | $11,571-41.2% | $10,010-32.0% | $11,426-40.4% |