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 | $36,554 | $56,357-35.1% | $104,294-65.0% | $68,494-46.6% |
| Participation rate | 93.9% | 63.3%+30.7pp | 73.3%+20.7pp | 67.9%+26.1pp |
| Annual return | -17.14% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,125 | $1,960+59.4% | $3,372-7.3% | $2,596+20.4% |
| Participant deferral / active EE | $4,672 | $3,077+51.8% | $4,625+1.0% | $4,027+16.0% |
| Admin fee / account holder | $846 | $4,903-82.7% | $7,339-88.5% | $5,403-84.3% |