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 10-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 | $55,561 | $100,754-44.9% | $86,677-35.9% | $134,475-58.7% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -19.07% | 29.04%-48.1pp | 35.91%-55.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,055 | $3,489-69.8% | $2,836-62.8% | $4,740-77.7% |
| Participant deferral / active EE | $3,070 | $5,338-42.5% | $4,656-34.1% | $6,400-52.0% |
| Admin fee / account holder | $1,143 | $10,926-89.5% | $7,493-84.7% | $11,426-90.0% |