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 | $21,763 | $64,707-66.4% | $112,228-80.6% | $68,494-68.2% |
| Participation rate | 93.6% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.7pp |
| Annual return | -18.84% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,507 | $2,746-45.1% | $3,635-58.5% | $2,596-42.0% |
| Participant deferral / active EE | $4,315 | $3,565+21.1% | $4,728-8.7% | $4,027+7.2% |
| Admin fee / account holder | $3,711 | $5,232-29.1% | $6,410-42.1% | $5,403-31.3% |