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 | $55,568 | $138,065-59.8% | $123,544-55.0% | $135,375-59.0% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -7.85% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,376 | $5,151-73.3% | $4,628-70.3% | $4,779-71.2% |
| Participant deferral / active EE | $5,510 | $6,799-19.0% | $6,426-14.2% | $5,609-1.8% |
| Admin fee / account holder | $1,856 | $10,916-83.0% | $9,284-80.0% | $10,827-82.9% |