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 | $60,910 | $138,065-55.9% | $123,544-50.7% | $135,375-55.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.71% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,070 | $5,151-59.8% | $4,628-55.3% | $4,779-56.7% |
| Participant deferral / active EE | $5,334 | $6,799-21.5% | $6,426-17.0% | $5,609-4.9% |
| Admin fee / account holder | $656 | $10,916-94.0% | $9,284-92.9% | $10,827-93.9% |