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 | $40,299 | $95,862-58.0% | $79,550-49.3% | $134,475-70.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -19.56% | -2.69%-16.9pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,112 | $3,128-0.5% | $2,413+28.9% | $4,740-34.4% |
| Participant deferral / active EE | $9,168 | $4,693+95.4% | $3,985+130.0% | $6,400+43.3% |
| Admin fee / account holder | $7,002 | $9,126-23.3% | $6,832+2.5% | $11,426-38.7% |