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 | $59,734 | $167,307-64.3% | $143,757-58.4% | $134,475-55.6% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -18.59% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,020 | $5,619-10.7% | $4,951+1.4% | $4,740+5.9% |
| Participant deferral / active EE | $4,384 | $6,446-32.0% | $5,637-22.2% | $6,400-31.5% |
| Admin fee / account holder | $1,131 | $18,088-93.7% | $14,673-92.3% | $11,426-90.1% |