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 | $52,813 | $138,065-61.7% | $123,544-57.3% | $135,375-61.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.28% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,408 | $5,151-72.7% | $4,628-69.6% | $4,779-70.5% |
| Participant deferral / active EE | $5,364 | $6,799-21.1% | $6,426-16.5% | $5,609-4.4% |
| Admin fee / account holder | $12,429 | $10,916+13.9% | $9,284+33.9% | $10,827+14.8% |