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 | $59,351 | $167,484-64.6% | $151,611-60.9% | $134,475-55.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.88% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,275 | $6,829-37.4% | $6,166-30.7% | $4,740-9.8% |
| Participant deferral / active EE | $6,951 | $8,986-22.6% | $8,363-16.9% | $6,400+8.6% |
| Admin fee / account holder | $1,753 | $13,783-87.3% | $11,616-84.9% | $11,426-84.7% |