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 | $43,911 | $167,307-73.8% | $143,757-69.5% | $134,475-67.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.87% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,593 | $5,619-18.3% | $4,951-7.2% | $4,740-3.1% |
| Participant deferral / active EE | $8,732 | $6,446+35.5% | $5,637+54.9% | $6,400+36.4% |
| Admin fee / account holder | $4,611 | $18,088-74.5% | $14,673-68.6% | $11,426-59.6% |