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 8-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 | $44,549 | $167,484-73.4% | $151,611-70.6% | $134,475-66.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.75% | 7.80%-27.6pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,621 | $6,829-76.3% | $6,166-73.7% | $4,740-65.8% |
| Participant deferral / active EE | $5,983 | $8,986-33.4% | $8,363-28.5% | $6,400-6.5% |
| Admin fee / account holder | $6,186 | $13,783-55.1% | $11,616-46.7% | $11,426-45.9% |