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 | $46,908 | $133,958-65.0% | $112,228-58.2% | $134,475-65.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.71% | 47.11%-66.8pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,607 | $4,038-35.4% | $3,635-28.3% | $4,740-45.0% |
| Participant deferral / active EE | $6,633 | $5,291+25.4% | $4,728+40.3% | $6,400+3.6% |
| Admin fee / account holder | $641 | $7,489-91.4% | $6,410-90.0% | $11,426-94.4% |