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 | $31,487 | $82,664-61.9% | $125,339-74.9% | $68,494-54.0% |
| Participation rate | 89.8% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -16.64% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,771 | $3,381-47.6% | $4,814-63.2% | $2,596-31.8% |
| Participant deferral / active EE | $4,689 | $6,110-23.3% | $7,446-37.0% | $4,027+16.4% |
| Admin fee / account holder | $4,900 | $6,275-21.9% | $10,010-51.0% | $5,403-9.3% |