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 | $41,629 | $82,664-49.6% | $125,339-66.8% | $68,494-39.2% |
| Participation rate | 77.1% | 75.0%+2.1pp | 82.4%-5.2pp | 67.9%+9.3pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,469 | $3,381-27.0% | $4,814-48.7% | $2,596-4.9% |
| Participant deferral / active EE | $4,543 | $6,110-25.7% | $7,446-39.0% | $4,027+12.8% |
| Admin fee / account holder | $3,836 | $6,275-38.9% | $10,010-61.7% | $5,403-29.0% |