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 | $76,976 | $100,754-23.6% | $86,677-11.2% | $134,475-42.8% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -12.62% | 29.04%-41.7pp | 35.91%-48.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,076 | $3,489-69.2% | $2,836-62.1% | $4,740-77.3% |
| Participant deferral / active EE | $2,456 | $5,338-54.0% | $4,656-47.2% | $6,400-61.6% |
| Admin fee / account holder | $526 | $10,926-95.2% | $7,493-93.0% | $11,426-95.4% |