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 9-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 | $58,046 | $105,860-45.2% | $90,749-36.0% | $134,475-56.8% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -17.32% | -11.01%-6.3pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,093 | $3,462-39.6% | $2,921-28.4% | $4,740-55.8% |
| Participant deferral / active EE | $4,144 | $5,216-20.5% | $4,564-9.2% | $6,400-35.2% |
| Admin fee / account holder | $2,899 | $13,938-79.2% | $8,445-65.7% | $11,426-74.6% |