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 | $36,011 | $82,664-56.4% | $125,339-71.3% | $68,494-47.4% |
| Participation rate | 86.2% | 75.0%+11.1pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -18.22% | -5.97%-12.2pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,296 | $3,381-2.5% | $4,814-31.5% | $2,596+27.0% |
| Participant deferral / active EE | $8,593 | $6,110+40.6% | $7,446+15.4% | $4,027+113.4% |
| Admin fee / account holder | $1,254 | $6,275-80.0% | $10,010-87.5% | $5,403-76.8% |