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 | $45,695 | $133,958-65.9% | $112,228-59.3% | $134,475-66.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.47% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,137 | $4,038-71.8% | $3,635-68.7% | $4,740-76.0% |
| Participant deferral / active EE | $5,225 | $5,291-1.2% | $4,728+10.5% | $6,400-18.4% |
| Admin fee / account holder | $1,022 | $7,489-86.3% | $6,410-84.1% | $11,426-91.1% |