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 | $43,871 | $133,958-67.2% | $112,228-60.9% | $134,475-67.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -18.31% | 47.11%-65.4pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,228 | $4,038-44.8% | $3,635-38.7% | $4,740-53.0% |
| Participant deferral / active EE | $5,737 | $5,291+8.4% | $4,728+21.3% | $6,400-10.4% |
| Admin fee / account holder | $301 | $7,489-96.0% | $6,410-95.3% | $11,426-97.4% |