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 | $19,068 | $100,754-81.1% | $86,677-78.0% | $134,475-85.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.11% | 29.04%-48.1pp | 35.91%-55.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,728 | $3,489-21.8% | $2,836-3.8% | $4,740-42.5% |
| Participant deferral / active EE | $3,203 | $5,338-40.0% | $4,656-31.2% | $6,400-49.9% |
| Admin fee / account holder | $11,531 | $10,926+5.5% | $7,493+53.9% | $11,426+0.9% |