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 10-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 | $45,272 | $129,942-65.2% | $104,294-56.6% | $134,475-66.3% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -16.60% | 42.03%-58.6pp | 24.61%-41.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,607 | $4,184-37.7% | $3,372-22.7% | $4,740-45.0% |
| Participant deferral / active EE | $3,688 | $5,588-34.0% | $4,625-20.3% | $6,400-42.4% |
| Admin fee / account holder | $2,256 | $9,323-75.8% | $7,339-69.3% | $11,426-80.3% |