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 8-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 | $34,459 | $82,664-58.3% | $125,339-72.5% | $68,494-49.7% |
| Participation rate | 74.6% | 75.0%-0.4pp | 82.4%-7.7pp | 67.9%+6.7pp |
| Annual return | -11.99% | -5.97%-6.0pp | 572.05%-584.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,628 | $3,381-22.3% | $4,814-45.4% | $2,596+1.2% |
| Participant deferral / active EE | $5,609 | $6,110-8.2% | $7,446-24.7% | $4,027+39.3% |
| Admin fee / account holder | $358 | $6,275-94.3% | $10,010-96.4% | $5,403-93.4% |