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 7-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 | $27,529 | $167,307-83.5% | $143,757-80.9% | $134,475-79.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -18.13% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,504 | $5,619-55.4% | $4,951-49.4% | $4,740-47.2% |
| Participant deferral / active EE | $3,711 | $6,446-42.4% | $5,637-34.2% | $6,400-42.0% |
| Admin fee / account holder | $2,273 | $18,088-87.4% | $14,673-84.5% | $11,426-80.1% |