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 5-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 | $50,137 | $82,664-39.3% | $125,339-60.0% | $68,494-26.8% |
| Participation rate | 76.1% | 75.0%+1.0pp | 82.4%-6.3pp | 67.9%+8.2pp |
| Annual return | -14.44% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,237 | $3,381-4.2% | $4,814-32.7% | $2,596+24.7% |
| Participant deferral / active EE | $7,006 | $6,110+14.6% | $7,446-5.9% | $4,027+74.0% |
| Admin fee / account holder | $939 | $6,275-85.0% | $10,010-90.6% | $5,403-82.6% |