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 4-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 | $65,048 | $190,805-65.9% | $159,960-59.3% | $134,475-51.6% |
| Participation rate | 78.9% | 81.9%-3.0pp | 78.0%+1.0pp | 81.2%-2.3pp |
| Annual return | -12.74% | 552.23%-565.0pp | 408.60%-421.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,727 | $4,995+34.7% | $4,226+59.2% | $4,740+41.9% |
| Participant deferral / active EE | $10,097 | $6,923+45.9% | $6,182+63.3% | $6,400+57.8% |
| Admin fee / account holder | $2,722 | $10,471-74.0% | $8,698-68.7% | $11,426-76.2% |