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 10-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 | $37,482 | $100,754-62.8% | $86,677-56.8% | $134,475-72.1% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -13.41% | 29.04%-42.4pp | 35.91%-49.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,913 | $3,489-16.5% | $2,836+2.7% | $4,740-38.5% |
| Participant deferral / active EE | $7,630 | $5,338+42.9% | $4,656+63.9% | $6,400+19.2% |
| Admin fee / account holder | $14,068 | $10,926+28.8% | $7,493+87.7% | $11,426+23.1% |