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 | $45,976 | $82,286-44.1% | $68,791-33.2% | $134,475-65.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -20.39% | -2.19%-18.2pp | -6.38%-14.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,450 | $3,301-25.8% | $2,655-7.7% | $4,740-48.3% |
| Participant deferral / active EE | $9,167 | $4,739+93.5% | $3,941+132.6% | $6,400+43.2% |
| Admin fee / account holder | $431 | $6,481-93.3% | $4,932-91.3% | $11,426-96.2% |