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 10-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 | $48,547 | $127,386-61.9% | $115,037-57.8% | $125,391-61.3% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -2.64% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,176 | $5,166-77.2% | $4,608-74.5% | $4,866-75.8% |
| Participant deferral / active EE | $2,204 | $6,423-65.7% | $6,026-63.4% | $5,352-58.8% |
| Admin fee / account holder | $7,884 | $9,516-17.1% | $8,175-3.6% | $9,540-17.4% |