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 6-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 | $37,940 | $152,509-75.1% | $117,472-67.7% | $134,475-71.8% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -17.02% | 52.99%-70.0pp | 29.74%-46.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,137 | $5,571-79.6% | $4,176-72.8% | $4,740-76.0% |
| Participant deferral / active EE | $4,220 | $4,818-12.4% | $4,070+3.7% | $6,400-34.1% |
| Admin fee / account holder | $1,321 | $7,004-81.1% | $5,645-76.6% | $11,426-88.4% |