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 | $27,003 | $167,307-83.9% | $143,757-81.2% | $134,475-79.9% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -16.19% | 0.46%-16.7pp | -0.04%-16.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,843 | $5,619-49.4% | $4,951-42.6% | $4,740-40.0% |
| Participant deferral / active EE | $6,991 | $6,446+8.5% | $5,637+24.0% | $6,400+9.2% |
| Admin fee / account holder | $1,758 | $18,088-90.3% | $14,673-88.0% | $11,426-84.6% |