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 | $25,021 | $71,883-65.2% | $86,677-71.1% | $68,494-63.5% |
| Participation rate | 97.5% | 72.2%+25.3pp | 76.6%+20.9pp | 67.9%+29.6pp |
| Annual return | -18.68% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,469 | $2,173+105.7% | $2,836+57.6% | $2,596+72.1% |
| Participant deferral / active EE | $4,765 | $3,779+26.1% | $4,656+2.4% | $4,027+18.3% |
| Admin fee / account holder | $3,776 | $6,112-38.2% | $7,493-49.6% | $5,403-30.1% |