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 | $28,163 | $95,862-70.6% | $79,550-64.6% | $134,475-79.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.23% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,402 | $3,128-23.2% | $2,413-0.5% | $4,740-49.3% |
| Participant deferral / active EE | $6,287 | $4,693+34.0% | $3,985+57.8% | $6,400-1.8% |
| Admin fee / account holder | $2,827 | $9,126-69.0% | $6,832-58.6% | $11,426-75.3% |