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 7-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 | $65,262 | $133,958-51.3% | $112,228-41.8% | $134,475-51.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.38% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,899 | $4,038-53.0% | $3,635-47.8% | $4,740-59.9% |
| Participant deferral / active EE | $10,050 | $5,291+90.0% | $4,728+112.6% | $6,400+57.0% |
| Admin fee / account holder | $826 | $7,489-89.0% | $6,410-87.1% | $11,426-92.8% |