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 | $19,009 | $167,307-88.6% | $143,757-86.8% | $134,475-85.9% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -18.74% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,516 | $5,619-55.2% | $4,951-49.2% | $4,740-46.9% |
| Participant deferral / active EE | $3,561 | $6,446-44.8% | $5,637-36.8% | $6,400-44.4% |
| Admin fee / account holder | $619 | $18,088-96.6% | $14,673-95.8% | $11,426-94.6% |