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 | $49,945 | $100,754-50.4% | $86,677-42.4% | $134,475-62.9% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -19.49% | 29.04%-48.5pp | 35.91%-55.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,244 | $3,489-35.7% | $2,836-20.9% | $4,740-52.6% |
| Participant deferral / active EE | $5,173 | $5,338-3.1% | $4,656+11.1% | $6,400-19.2% |
| Admin fee / account holder | $1,210 | $10,926-88.9% | $7,493-83.9% | $11,426-89.4% |