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 | $43,375 | $54,350-20.2% | $82,719-47.6% | $68,494-36.7% |
| Participation rate | 78.6% | 63.9%+14.7pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -17.63% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,100 | $2,218+84.8% | $3,009+36.2% | $2,596+57.9% |
| Participant deferral / active EE | $7,410 | $3,246+128.3% | $4,395+68.6% | $4,027+84.0% |
| Admin fee / account holder | $3,558 | $4,395-19.1% | $5,329-33.2% | $5,403-34.2% |