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 | $52,134 | $167,307-68.8% | $143,757-63.7% | $134,475-61.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -20.07% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,655 | $5,619-17.1% | $4,951-6.0% | $4,740-1.8% |
| Participant deferral / active EE | $6,564 | $6,446+1.8% | $5,637+16.4% | $6,400+2.6% |
| Admin fee / account holder | $697 | $18,088-96.1% | $14,673-95.3% | $11,426-93.9% |