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 6-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 | $32,651 | $142,344-77.1% | $119,609-72.7% | $134,475-75.7% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -2.81% | -12.44%+9.6pp | -14.97%+12.2pp | 417.96%-420.8pp |
| Employer contribution / active EE | $5,092 | $5,222-2.5% | $4,232+20.3% | $4,740+7.4% |
| Participant deferral / active EE | $7,287 | $6,469+12.6% | $5,602+30.1% | $6,400+13.9% |
| Admin fee / account holder | $2,083 | $13,584-84.7% | $10,323-79.8% | $11,426-81.8% |