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 | $55,891 | $152,509-63.4% | $117,472-52.4% | $134,475-58.4% |
| Participation rate | 79.2% | 77.1%+2.1pp | 70.6%+8.6pp | 81.2%-2.1pp |
| Annual return | -17.53% | 52.99%-70.5pp | 29.74%-47.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,038 | $5,571-81.4% | $4,176-75.1% | $4,740-78.1% |
| Participant deferral / active EE | $1,292 | $4,818-73.2% | $4,070-68.3% | $6,400-79.8% |
| Admin fee / account holder | $541 | $7,004-92.3% | $5,645-90.4% | $11,426-95.3% |