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 4-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 | $56,681 | $133,958-57.7% | $112,228-49.5% | $134,475-57.8% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -17.48% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,776 | $4,038-31.3% | $3,635-23.6% | $4,740-41.4% |
| Participant deferral / active EE | $7,539 | $5,291+42.5% | $4,728+59.5% | $6,400+17.8% |
| Admin fee / account holder | $1,966 | $7,489-73.7% | $6,410-69.3% | $11,426-82.8% |