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 6-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 | $56,075 | $190,805-70.6% | $159,960-64.9% | $134,475-58.3% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -18.95% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,200 | $4,995-76.0% | $4,226-71.6% | $4,740-74.7% |
| Participant deferral / active EE | $11,375 | $6,923+64.3% | $6,182+84.0% | $6,400+77.7% |
| Admin fee / account holder | $2,200 | $10,471-79.0% | $8,698-74.7% | $11,426-80.7% |