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 5-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 | $75,816 | $133,958-43.4% | $112,228-32.4% | $134,475-43.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -12.62% | 47.11%-59.7pp | 27.45%-40.1pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,949 | $4,038-27.0% | $3,635-18.9% | $4,740-37.8% |
| Participant deferral / active EE | $6,824 | $5,291+29.0% | $4,728+44.3% | $6,400+6.6% |
| Admin fee / account holder | $13,014 | $7,489+73.8% | $6,410+103.0% | $11,426+13.9% |