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 9-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 | $50,219 | $167,484-70.0% | $151,611-66.9% | $134,475-62.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -11.66% | 7.80%-19.5pp | 3.33%-15.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,318 | $6,829-51.4% | $6,166-46.2% | $4,740-30.0% |
| Participant deferral / active EE | $7,765 | $8,986-13.6% | $8,363-7.2% | $6,400+21.3% |
| Admin fee / account holder | $1,041 | $13,783-92.4% | $11,616-91.0% | $11,426-90.9% |