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 8-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 | $56,842 | $133,958-57.6% | $112,228-49.4% | $134,475-57.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.52% | 47.11%-62.6pp | 27.45%-43.0pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,169 | $4,038-71.1% | $3,635-67.8% | $4,740-75.3% |
| Participant deferral / active EE | $4,142 | $5,291-21.7% | $4,728-12.4% | $6,400-35.3% |
| Admin fee / account holder | $2,701 | $7,489-63.9% | $6,410-57.9% | $11,426-76.4% |