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 | $50,627 | $158,817-68.1% | $121,196-58.2% | $135,375-62.6% |
| Participation rate | 82.4% | 79.3%+3.1pp | 71.7%+10.6pp | 82.6%-0.3pp |
| Annual return | -1.84% | -0.64%-1.2pp | 16.93%-18.8pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,431 | $5,665-57.1% | $4,022-39.5% | $4,779-49.1% |
| Participant deferral / active EE | $5,627 | $4,005+40.5% | $3,344+68.2% | $5,609+0.3% |
| Admin fee / account holder | $4,327 | $6,512-33.6% | $5,019-13.8% | $10,827-60.0% |