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 | $36,143 | $133,958-73.0% | $112,228-67.8% | $134,475-73.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.54% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,690 | $4,038-58.1% | $3,635-53.5% | $4,740-64.3% |
| Participant deferral / active EE | $3,295 | $5,291-37.7% | $4,728-30.3% | $6,400-48.5% |
| Admin fee / account holder | $1,602 | $7,489-78.6% | $6,410-75.0% | $11,426-86.0% |