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 | $58,260 | $133,958-56.5% | $112,228-48.1% | $134,475-56.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -18.91% | 47.11%-66.0pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,466 | $4,038+10.6% | $3,635+22.9% | $4,740-5.8% |
| Participant deferral / active EE | $7,673 | $5,291+45.0% | $4,728+62.3% | $6,400+19.9% |
| Admin fee / account holder | $5,586 | $7,489-25.4% | $6,410-12.9% | $11,426-51.1% |