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 | $69,711 | $167,484-58.4% | $151,611-54.0% | $134,475-48.2% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -20.87% | 7.80%-28.7pp | 3.33%-24.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $5,072 | $6,829-25.7% | $6,166-17.7% | $4,740+7.0% |
| Participant deferral / active EE | $12,739 | $8,986+41.8% | $8,363+52.3% | $6,400+99.1% |
| Admin fee / account holder | $497 | $13,783-96.4% | $11,616-95.7% | $11,426-95.7% |