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 7-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 | $47,354 | $82,664-42.7% | $125,339-62.2% | $68,494-30.9% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -18.00% | -5.97%-12.0pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,472 | $3,381+2.7% | $4,814-27.9% | $2,596+33.7% |
| Participant deferral / active EE | $8,935 | $6,110+46.2% | $7,446+20.0% | $4,027+121.9% |
| Admin fee / account holder | $4,854 | $6,275-22.7% | $10,010-51.5% | $5,403-10.2% |