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 | $59,119 | $105,860-44.2% | $90,749-34.9% | $134,475-56.0% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -17.09% | -11.01%-6.1pp | -12.16%-4.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,340 | $3,462-61.3% | $2,921-54.1% | $4,740-71.7% |
| Participant deferral / active EE | $5,192 | $5,216-0.5% | $4,564+13.8% | $6,400-18.9% |
| Admin fee / account holder | $512 | $13,938-96.3% | $8,445-93.9% | $11,426-95.5% |