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 | $34,409 | $167,307-79.4% | $143,757-76.1% | $134,475-74.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -17.16% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,162 | $5,619-61.5% | $4,951-56.3% | $4,740-54.4% |
| Participant deferral / active EE | $5,415 | $6,446-16.0% | $5,637-3.9% | $6,400-15.4% |
| Admin fee / account holder | $1,220 | $18,088-93.3% | $14,673-91.7% | $11,426-89.3% |