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 | $30,851 | $95,971-67.9% | $74,550-58.6% | $135,375-77.2% |
| Participation rate | 85.0% | 75.7%+9.3pp | 69.1%+15.9pp | 82.6%+2.4pp |
| Annual return | -8.49% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $922 | $2,716-66.0% | $1,961-53.0% | $4,779-80.7% |
| Participant deferral / active EE | $3,007 | $3,843-21.8% | $3,108-3.2% | $5,609-46.4% |
| Admin fee / account holder | $2,382 | $6,522-63.5% | $5,060-52.9% | $10,827-78.0% |