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 | $60,596 | $167,307-63.8% | $143,757-57.8% | $134,475-54.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.99% | 0.46%-18.5pp | -0.04%-17.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,882 | $5,619-66.5% | $4,951-62.0% | $4,740-60.3% |
| Participant deferral / active EE | $8,838 | $6,446+37.1% | $5,637+56.8% | $6,400+38.1% |
| Admin fee / account holder | $608 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |