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 8-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 | $57,128 | $167,307-65.9% | $143,757-60.3% | $134,475-57.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.71% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,685 | $5,619-70.0% | $4,951-66.0% | $4,740-64.4% |
| Participant deferral / active EE | $6,224 | $6,446-3.4% | $5,637+10.4% | $6,400-2.8% |
| Admin fee / account holder | $665 | $18,088-96.3% | $14,673-95.5% | $11,426-94.2% |