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 | $41,376 | $167,484-75.3% | $151,611-72.7% | $134,475-69.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -19.25% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,801 | $6,829-59.0% | $6,166-54.6% | $4,740-40.9% |
| Participant deferral / active EE | $6,725 | $8,986-25.2% | $8,363-19.6% | $6,400+5.1% |
| Admin fee / account holder | $1,376 | $13,783-90.0% | $11,616-88.2% | $11,426-88.0% |