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 | $38,401 | $167,307-77.0% | $143,757-73.3% | $134,475-71.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.51% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,965 | $5,619-29.4% | $4,951-19.9% | $4,740-16.3% |
| Participant deferral / active EE | $7,841 | $6,446+21.6% | $5,637+39.1% | $6,400+22.5% |
| Admin fee / account holder | $1,906 | $18,088-89.5% | $14,673-87.0% | $11,426-83.3% |