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 | $53,555 | $138,065-61.2% | $123,544-56.7% | $135,375-60.4% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -6.23% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,904 | $5,151-43.6% | $4,628-37.3% | $4,779-39.2% |
| Participant deferral / active EE | $6,318 | $6,799-7.1% | $6,426-1.7% | $5,609+12.6% |
| Admin fee / account holder | $5,529 | $10,916-49.3% | $9,284-40.4% | $10,827-48.9% |