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 | $55,433 | $138,065-59.9% | $123,544-55.1% | $135,375-59.1% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -3.58% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,370 | $5,151-54.0% | $4,628-48.8% | $4,779-50.4% |
| Participant deferral / active EE | $5,598 | $6,799-17.7% | $6,426-12.9% | $5,609-0.2% |
| Admin fee / account holder | $7,812 | $10,916-28.4% | $9,284-15.9% | $10,827-27.8% |