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 | $50,202 | $99,032-49.3% | $80,019-37.3% | $135,375-62.9% |
| Participation rate | 70.0% | 78.4%-8.4pp | 75.8%-5.8pp | 82.6%-12.6pp |
| Annual return | -7.08% | 15.39%-22.5pp | 11.22%-18.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $832 | $3,043-72.7% | $2,468-66.3% | $4,779-82.6% |
| Participant deferral / active EE | $2,188 | $4,282-48.9% | $3,686-40.6% | $5,609-61.0% |
| Admin fee / account holder | $5,748 | $10,436-44.9% | $6,521-11.9% | $10,827-46.9% |