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 | $41,507 | $92,222-55.0% | $76,768-45.9% | $135,375-69.3% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -5.95% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $9,895 | $3,216+207.7% | $2,485+298.2% | $4,779+107.1% |
| Participant deferral / active EE | $7,437 | $4,509+64.9% | $3,852+93.1% | $5,609+32.6% |
| Admin fee / account holder | $43,297 | $10,748+302.8% | $6,675+548.6% | $10,827+299.9% |