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 | $40,715 | $133,958-69.6% | $112,228-63.7% | $134,475-69.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -14.37% | 47.11%-61.5pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,731 | $4,038-32.4% | $3,635-24.9% | $4,740-42.4% |
| Participant deferral / active EE | $6,983 | $5,291+32.0% | $4,728+47.7% | $6,400+9.1% |
| Admin fee / account holder | $11,079 | $7,489+47.9% | $6,410+72.8% | $11,426-3.0% |