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 | $50,924 | $133,958-62.0% | $112,228-54.6% | $134,475-62.1% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -13.68% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,080 | $4,038-48.5% | $3,635-42.8% | $4,740-56.1% |
| Participant deferral / active EE | $5,144 | $5,291-2.8% | $4,728+8.8% | $6,400-19.6% |
| Admin fee / account holder | $1,437 | $7,489-80.8% | $6,410-77.6% | $11,426-87.4% |