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 | $42,917 | $100,754-57.4% | $86,677-50.5% | $134,475-68.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -12.64% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,923 | $3,489-44.9% | $2,836-32.2% | $4,740-59.4% |
| Participant deferral / active EE | $6,743 | $5,338+26.3% | $4,656+44.8% | $6,400+5.4% |
| Admin fee / account holder | $1,485 | $10,926-86.4% | $7,493-80.2% | $11,426-87.0% |