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 8-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 | $49,172 | $167,307-70.6% | $143,757-65.8% | $134,475-63.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.63% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,065 | $5,619-63.3% | $4,951-58.3% | $4,740-56.4% |
| Participant deferral / active EE | $7,330 | $6,446+13.7% | $5,637+30.0% | $6,400+14.5% |
| Admin fee / account holder | $1,251 | $18,088-93.1% | $14,673-91.5% | $11,426-89.0% |