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 | $59,900 | $100,754-40.5% | $86,677-30.9% | $134,475-55.5% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -17.75% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,774 | $3,489-49.2% | $2,836-37.5% | $4,740-62.6% |
| Participant deferral / active EE | $3,739 | $5,338-30.0% | $4,656-19.7% | $6,400-41.6% |
| Admin fee / account holder | $2,179 | $10,926-80.1% | $7,493-70.9% | $11,426-80.9% |