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 | $40,922 | $54,350-24.7% | $82,719-50.5% | $68,494-40.3% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -17.25% | -13.67%-3.6pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,016 | $2,218+171.2% | $3,009+99.9% | $2,596+131.7% |
| Participant deferral / active EE | $5,026 | $3,246+54.8% | $4,395+14.4% | $4,027+24.8% |
| Admin fee / account holder | $2,486 | $4,395-43.4% | $5,329-53.4% | $5,403-54.0% |