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 | $51,764 | $138,065-62.5% | $123,544-58.1% | $135,375-61.8% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.90% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,404 | $5,151-72.7% | $4,628-69.7% | $4,779-70.6% |
| Participant deferral / active EE | $6,013 | $6,799-11.6% | $6,426-6.4% | $5,609+7.2% |
| Admin fee / account holder | $407 | $10,916-96.3% | $9,284-95.6% | $10,827-96.2% |