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 8-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 | $24,985 | $100,754-75.2% | $86,677-71.2% | $134,475-81.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -16.26% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,965 | $3,489-43.7% | $2,836-30.7% | $4,740-58.5% |
| Participant deferral / active EE | $2,799 | $5,338-47.6% | $4,656-39.9% | $6,400-56.3% |
| Admin fee / account holder | $5,958 | $10,926-45.5% | $7,493-20.5% | $11,426-47.9% |