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 7-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 | $54,267 | $138,044-60.7% | $125,339-56.7% | $134,475-59.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.18% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,866 | $5,243-64.4% | $4,814-61.2% | $4,740-60.6% |
| Participant deferral / active EE | $3,247 | $7,799-58.4% | $7,446-56.4% | $6,400-49.3% |
| Admin fee / account holder | $1,520 | $11,571-86.9% | $10,010-84.8% | $11,426-86.7% |