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 | $57,751 | $100,754-42.7% | $86,677-33.4% | $134,475-57.1% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -19.83% | 29.04%-48.9pp | 35.91%-55.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,228 | $3,489-36.2% | $2,836-21.5% | $4,740-53.0% |
| Participant deferral / active EE | $2,992 | $5,338-43.9% | $4,656-35.7% | $6,400-53.2% |
| Admin fee / account holder | $636 | $10,926-94.2% | $7,493-91.5% | $11,426-94.4% |