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 | $60,606 | $138,065-56.1% | $123,544-50.9% | $135,375-55.2% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -6.15% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,222 | $5,151-37.4% | $4,628-30.4% | $4,779-32.6% |
| Participant deferral / active EE | $5,394 | $6,799-20.7% | $6,426-16.1% | $5,609-3.8% |
| Admin fee / account holder | $6,856 | $10,916-37.2% | $9,284-26.1% | $10,827-36.7% |