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 | $53,243 | $168,632-68.4% | $147,614-63.9% | $125,391-57.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -0.46% | 77.65%-78.1pp | 61.98%-62.4pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,524 | $6,252-75.6% | $5,564-72.6% | $4,866-68.7% |
| Participant deferral / active EE | $4,167 | $5,507-24.3% | $4,895-14.9% | $5,352-22.1% |
| Admin fee / account holder | $3,393 | $13,580-75.0% | $11,611-70.8% | $9,540-64.4% |