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 6-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 | $76,853 | $167,484-54.1% | $151,611-49.3% | $134,475-42.8% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -20.47% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,946 | $6,829-27.6% | $6,166-19.8% | $4,740+4.4% |
| Participant deferral / active EE | $13,084 | $8,986+45.6% | $8,363+56.4% | $6,400+104.5% |
| Admin fee / account holder | $5,281 | $13,783-61.7% | $11,616-54.5% | $11,426-53.8% |