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 | $37,937 | $167,484-77.3% | $151,611-75.0% | $134,475-71.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -16.50% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,726 | $6,829-45.4% | $6,166-39.6% | $4,740-21.4% |
| Participant deferral / active EE | $7,921 | $8,986-11.9% | $8,363-5.3% | $6,400+23.8% |
| Admin fee / account holder | $32,235 | $13,783+133.9% | $11,616+177.5% | $11,426+182.1% |