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 9-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 | $34,652 | $95,862-63.9% | $79,550-56.4% | $134,475-74.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -20.59% | -2.69%-17.9pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,469 | $3,128-21.1% | $2,413+2.3% | $4,740-47.9% |
| Participant deferral / active EE | $5,526 | $4,693+17.8% | $3,985+38.7% | $6,400-13.7% |
| Admin fee / account holder | $8,386 | $9,126-8.1% | $6,832+22.7% | $11,426-26.6% |