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 | $37,508 | $142,344-73.6% | $119,609-68.6% | $134,475-72.1% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.3%+5.0pp | 81.2%+3.0pp |
| Annual return | -18.86% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,238 | $5,222-76.3% | $4,232-70.7% | $4,740-73.9% |
| Participant deferral / active EE | $3,390 | $6,469-47.6% | $5,602-39.5% | $6,400-47.0% |
| Admin fee / account holder | $1,079 | $13,584-92.1% | $10,323-89.5% | $11,426-90.6% |