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 5-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 | $19,770 | $82,664-76.1% | $125,339-84.2% | $68,494-71.1% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.3pp |
| Annual return | -18.44% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,909 | $3,381+15.6% | $4,814-18.8% | $2,596+50.6% |
| Participant deferral / active EE | $8,740 | $6,110+43.0% | $7,446+17.4% | $4,027+117.0% |
| Admin fee / account holder | $3,433 | $6,275-45.3% | $10,010-65.7% | $5,403-36.5% |