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 | $29,236 | $100,754-71.0% | $86,677-66.3% | $134,475-78.3% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.77% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,349 | $3,489-4.0% | $2,836+18.1% | $4,740-29.3% |
| Participant deferral / active EE | $6,471 | $5,338+21.2% | $4,656+39.0% | $6,400+1.1% |
| Admin fee / account holder | $6,566 | $10,926-39.9% | $7,493-12.4% | $11,426-42.5% |