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 | $50,973 | $167,484-69.6% | $151,611-66.4% | $134,475-62.1% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-3.9pp |
| Annual return | -16.44% | 7.80%-24.2pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,405 | $6,829-64.8% | $6,166-61.0% | $4,740-49.3% |
| Participant deferral / active EE | $11,458 | $8,986+27.5% | $8,363+37.0% | $6,400+79.0% |
| Admin fee / account holder | $3,610 | $13,783-73.8% | $11,616-68.9% | $11,426-68.4% |