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 | $30,320 | $142,344-78.7% | $119,609-74.7% | $134,475-77.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -17.71% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,655 | $5,222-68.3% | $4,232-60.9% | $4,740-65.1% |
| Participant deferral / active EE | $7,524 | $6,469+16.3% | $5,602+34.3% | $6,400+17.6% |
| Admin fee / account holder | $1,994 | $13,584-85.3% | $10,323-80.7% | $11,426-82.5% |