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 | $46,828 | $167,307-72.0% | $143,757-67.4% | $134,475-65.2% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.83% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,409 | $5,619-57.1% | $4,951-51.3% | $4,740-49.2% |
| Participant deferral / active EE | $4,033 | $6,446-37.4% | $5,637-28.5% | $6,400-37.0% |
| Admin fee / account holder | $682 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |