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 7-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 | $50,040 | $142,344-64.8% | $119,609-58.2% | $134,475-62.8% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -20.04% | -12.44%-7.6pp | -14.97%-5.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,174 | $5,222-58.4% | $4,232-48.6% | $4,740-54.1% |
| Participant deferral / active EE | $4,319 | $6,469-33.2% | $5,602-22.9% | $6,400-32.5% |
| Admin fee / account holder | $410 | $13,584-97.0% | $10,323-96.0% | $11,426-96.4% |