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 | $42,301 | $100,754-58.0% | $86,677-51.2% | $134,475-68.5% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -8.41% | 29.04%-37.4pp | 35.91%-44.3pp | 417.96%-426.4pp |
| Employer contribution / active EE | $2,283 | $3,489-34.6% | $2,836-19.5% | $4,740-51.8% |
| Participant deferral / active EE | $2,862 | $5,338-46.4% | $4,656-38.5% | $6,400-55.3% |
| Admin fee / account holder | $770 | $10,926-93.0% | $7,493-89.7% | $11,426-93.3% |