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 6-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 | $38,822 | $100,754-61.5% | $86,677-55.2% | $134,475-71.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -18.96% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,020 | $3,489-13.4% | $2,836+6.5% | $4,740-36.3% |
| Participant deferral / active EE | $8,707 | $5,338+63.1% | $4,656+87.0% | $6,400+36.1% |
| Admin fee / account holder | $516 | $10,926-95.3% | $7,493-93.1% | $11,426-95.5% |