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 9-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 | $50,343 | $138,044-63.5% | $125,339-59.8% | $134,475-62.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -5.83% | 750.33%-756.2pp | 572.05%-577.9pp | 417.96%-423.8pp |
| Employer contribution / active EE | $2,057 | $5,243-60.8% | $4,814-57.3% | $4,740-56.6% |
| Participant deferral / active EE | $5,836 | $7,799-25.2% | $7,446-21.6% | $6,400-8.8% |
| Admin fee / account holder | $5,867 | $11,571-49.3% | $10,010-41.4% | $11,426-48.7% |