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 | $48,443 | $167,484-71.1% | $151,611-68.0% | $134,475-64.0% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-3.9pp |
| Annual return | -18.47% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,423 | $6,829-64.5% | $6,166-60.7% | $4,740-48.9% |
| Participant deferral / active EE | $8,350 | $8,986-7.1% | $8,363-0.2% | $6,400+30.5% |
| Admin fee / account holder | $717 | $13,783-94.8% | $11,616-93.8% | $11,426-93.7% |