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 | $37,813 | $95,862-60.6% | $79,550-52.5% | $134,475-71.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -18.52% | -2.69%-15.8pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,455 | $3,128+10.4% | $2,413+43.2% | $4,740-27.1% |
| Participant deferral / active EE | $8,125 | $4,693+73.1% | $3,985+103.9% | $6,400+27.0% |
| Admin fee / account holder | $1,519 | $9,126-83.4% | $6,832-77.8% | $11,426-86.7% |