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 5-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 | $56,364 | $190,805-70.5% | $159,960-64.8% | $134,475-58.1% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -15.73% | 552.23%-568.0pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,522 | $4,995-69.5% | $4,226-64.0% | $4,740-67.9% |
| Participant deferral / active EE | $5,458 | $6,923-21.2% | $6,182-11.7% | $6,400-14.7% |
| Admin fee / account holder | $7,842 | $10,471-25.1% | $8,698-9.8% | $11,426-31.4% |