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 | $51,161 | $190,805-73.2% | $159,960-68.0% | $134,475-62.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -14.25% | 552.23%-566.5pp | 408.60%-422.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,715 | $4,995-65.7% | $4,226-59.4% | $4,740-63.8% |
| Participant deferral / active EE | $4,066 | $6,923-41.3% | $6,182-34.2% | $6,400-36.5% |
| Admin fee / account holder | $11,751 | $10,471+12.2% | $8,698+35.1% | $11,426+2.8% |