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 | $50,198 | $167,484-70.0% | $151,611-66.9% | $134,475-62.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -19.63% | 7.80%-27.4pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,946 | $6,829-42.2% | $6,166-36.0% | $4,740-16.8% |
| Participant deferral / active EE | $9,573 | $8,986+6.5% | $8,363+14.5% | $6,400+49.6% |
| Admin fee / account holder | $570 | $13,783-95.9% | $11,616-95.1% | $11,426-95.0% |