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 | $51,509 | $138,065-62.7% | $123,544-58.3% | $135,375-62.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.85% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,598 | $5,151-30.2% | $4,628-22.3% | $4,779-24.7% |
| Participant deferral / active EE | $6,269 | $6,799-7.8% | $6,426-2.4% | $5,609+11.8% |
| Admin fee / account holder | $2,028 | $10,916-81.4% | $9,284-78.2% | $10,827-81.3% |