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 | $59,361 | $180,449-67.1% | $154,107-61.5% | $135,375-56.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -4.35% | 888.09%-892.4pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,858 | $6,035-69.2% | $5,298-64.9% | $4,779-61.1% |
| Participant deferral / active EE | $2,947 | $5,806-49.2% | $5,081-42.0% | $5,609-47.5% |
| Admin fee / account holder | $16,903 | $16,143+4.7% | $13,411+26.0% | $10,827+56.1% |