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 | $44,040 | $167,484-73.7% | $151,611-71.0% | $134,475-67.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.92% | 7.80%-24.7pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,958 | $6,829-71.3% | $6,166-68.2% | $4,740-58.7% |
| Participant deferral / active EE | $8,935 | $8,986-0.6% | $8,363+6.8% | $6,400+39.6% |
| Admin fee / account holder | $415 | $13,783-97.0% | $11,616-96.4% | $11,426-96.4% |