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 7-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 | $53,805 | $167,484-67.9% | $151,611-64.5% | $134,475-60.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.20% | 7.80%-28.0pp | 3.33%-23.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,083 | $6,829-54.9% | $6,166-50.0% | $4,740-35.0% |
| Participant deferral / active EE | $12,541 | $8,986+39.6% | $8,363+50.0% | $6,400+96.0% |
| Admin fee / account holder | $588 | $13,783-95.7% | $11,616-94.9% | $11,426-94.9% |