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 | $44,365 | $133,958-66.9% | $112,228-60.5% | $134,475-67.0% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -16.71% | 47.11%-63.8pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,737 | $4,038-57.0% | $3,635-52.2% | $4,740-63.3% |
| Participant deferral / active EE | $4,624 | $5,291-12.6% | $4,728-2.2% | $6,400-27.7% |
| Admin fee / account holder | $5,517 | $7,489-26.3% | $6,410-13.9% | $11,426-51.7% |