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 | $32,441 | $105,860-69.4% | $90,749-64.3% | $134,475-75.9% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -17.78% | -11.01%-6.8pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,086 | $3,462-68.6% | $2,921-62.8% | $4,740-77.1% |
| Participant deferral / active EE | $6,587 | $5,216+26.3% | $4,564+44.3% | $6,400+2.9% |
| Admin fee / account holder | $10,557 | $13,938-24.3% | $8,445+25.0% | $11,426-7.6% |