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 8-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 | $54,532 | $82,664-34.0% | $125,339-56.5% | $68,494-20.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -14.81% | -5.97%-8.8pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,821 | $3,381+13.0% | $4,814-20.6% | $2,596+47.2% |
| Participant deferral / active EE | $9,419 | $6,110+54.1% | $7,446+26.5% | $4,027+133.9% |
| Admin fee / account holder | $1,250 | $6,275-80.1% | $10,010-87.5% | $5,403-76.9% |