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 6-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 | $39,159 | $167,484-76.6% | $151,611-74.2% | $134,475-70.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -16.60% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,057 | $6,829-55.2% | $6,166-50.4% | $4,740-35.5% |
| Participant deferral / active EE | $6,275 | $8,986-30.2% | $8,363-25.0% | $6,400-2.0% |
| Admin fee / account holder | $572 | $13,783-95.8% | $11,616-95.1% | $11,426-95.0% |