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 | $37,124 | $133,958-72.3% | $112,228-66.9% | $134,475-72.4% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | -19.80% | 47.11%-66.9pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $11,319 | $4,038+180.3% | $3,635+211.4% | $4,740+138.8% |
| Participant deferral / active EE | $3,735 | $5,291-29.4% | $4,728-21.0% | $6,400-41.6% |
| Admin fee / account holder | $1,426 | $7,489-81.0% | $6,410-77.8% | $11,426-87.5% |