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 | $46,896 | $133,958-65.0% | $112,228-58.2% | $134,475-65.1% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-3.9pp |
| Annual return | -18.79% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,012 | $4,038-25.4% | $3,635-17.1% | $4,740-36.5% |
| Participant deferral / active EE | $7,135 | $5,291+34.9% | $4,728+50.9% | $6,400+11.5% |
| Admin fee / account holder | $11,556 | $7,489+54.3% | $6,410+80.3% | $11,426+1.1% |