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 | $59,090 | $180,449-67.3% | $154,107-61.7% | $135,375-56.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.73% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,236 | $6,035-13.2% | $5,298-1.2% | $4,779+9.6% |
| Participant deferral / active EE | $4,978 | $5,806-14.3% | $5,081-2.0% | $5,609-11.3% |
| Admin fee / account holder | $310 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |