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 6-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 | $30,088 | $82,664-63.6% | $125,339-76.0% | $68,494-56.1% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.5pp | 67.9%+21.9pp |
| Annual return | -14.09% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,549 | $3,381-24.6% | $4,814-47.0% | $2,596-1.8% |
| Participant deferral / active EE | $10,822 | $6,110+77.1% | $7,446+45.3% | $4,027+168.7% |
| Admin fee / account holder | $3,226 | $6,275-48.6% | $10,010-67.8% | $5,403-40.3% |