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 7-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 | $57,139 | $95,862-40.4% | $79,550-28.2% | $134,475-57.5% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -4.08% | -2.69%-1.4pp | 0.16%-4.2pp | 417.96%-422.0pp |
| Employer contribution / active EE | $2,752 | $3,128-12.0% | $2,413+14.1% | $4,740-41.9% |
| Participant deferral / active EE | $7,030 | $4,693+49.8% | $3,985+76.4% | $6,400+9.8% |
| Admin fee / account holder | $1,294 | $9,126-85.8% | $6,832-81.1% | $11,426-88.7% |