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 | $61,031 | $133,958-54.4% | $112,228-45.6% | $134,475-54.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.59% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,783 | $4,038+18.4% | $3,635+31.6% | $4,740+0.9% |
| Participant deferral / active EE | $15,178 | $5,291+186.9% | $4,728+221.0% | $6,400+137.2% |
| Admin fee / account holder | $670 | $7,489-91.0% | $6,410-89.5% | $11,426-94.1% |