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 | $48,998 | $100,754-51.4% | $86,677-43.5% | $134,475-63.6% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -15.75% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $843 | $3,489-75.8% | $2,836-70.3% | $4,740-82.2% |
| Participant deferral / active EE | $1,876 | $5,338-64.8% | $4,656-59.7% | $6,400-70.7% |
| Admin fee / account holder | $4,196 | $10,926-61.6% | $7,493-44.0% | $11,426-63.3% |