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 | $62,154 | $138,044-55.0% | $125,339-50.4% | $134,475-53.8% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -12.93% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,222 | $5,243-76.7% | $4,814-74.6% | $4,740-74.2% |
| Participant deferral / active EE | $7,254 | $7,799-7.0% | $7,446-2.6% | $6,400+13.3% |
| Admin fee / account holder | $1,478 | $11,571-87.2% | $10,010-85.2% | $11,426-87.1% |