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 | $44,577 | $100,754-55.8% | $86,677-48.6% | $134,475-66.9% |
| Participation rate | 73.9% | 78.9%-5.0pp | 76.6%-2.7pp | 81.2%-7.3pp |
| Annual return | -14.86% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,482 | $3,489-28.9% | $2,836-12.5% | $4,740-47.6% |
| Participant deferral / active EE | $6,742 | $5,338+26.3% | $4,656+44.8% | $6,400+5.3% |
| Admin fee / account holder | $4,226 | $10,926-61.3% | $7,493-43.6% | $11,426-63.0% |