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 9-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 | $61,317 | $190,805-67.9% | $159,960-61.7% | $134,475-54.4% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -15.66% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,257 | $4,995-54.8% | $4,226-46.6% | $4,740-52.4% |
| Participant deferral / active EE | $7,670 | $6,923+10.8% | $6,182+24.1% | $6,400+19.8% |
| Admin fee / account holder | $637 | $10,471-93.9% | $8,698-92.7% | $11,426-94.4% |