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 | $45,991 | $100,754-54.4% | $86,677-46.9% | $134,475-65.8% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -17.83% | 29.04%-46.9pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,124 | $3,489-39.1% | $2,836-25.1% | $4,740-55.2% |
| Participant deferral / active EE | $7,221 | $5,338+35.3% | $4,656+55.1% | $6,400+12.8% |
| Admin fee / account holder | $345 | $10,926-96.8% | $7,493-95.4% | $11,426-97.0% |