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 | $59,018 | $180,449-67.3% | $154,107-61.7% | $135,375-56.4% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.42% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,378 | $6,035-60.6% | $5,298-55.1% | $4,779-50.2% |
| Participant deferral / active EE | $2,954 | $5,806-49.1% | $5,081-41.9% | $5,609-47.3% |
| Admin fee / account holder | $372 | $16,143-97.7% | $13,411-97.2% | $10,827-96.6% |