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 | $27,019 | $76,000-64.4% | $154,107-82.5% | $64,186-57.9% |
| Participation rate | 82.3% | 70.4%+11.9pp | 83.0%-0.8pp | 69.6%+12.7pp |
| Annual return | -2.67% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,269 | $3,351-62.1% | $5,298-76.0% | $2,381-46.7% |
| Participant deferral / active EE | $3,028 | $3,175-4.6% | $5,081-40.4% | $3,470-12.7% |
| Admin fee / account holder | $2,330 | $5,596-58.4% | $13,411-82.6% | $4,888-52.3% |