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 | $16,082 | $67,331-76.1% | $60,874-73.6% | $134,475-88.0% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.1%+19.7pp | 81.2%+11.6pp |
| Annual return | -17.35% | 49.93%-67.3pp | 16.90%-34.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,050 | $3,096-33.8% | $2,701-24.1% | $4,740-56.7% |
| Participant deferral / active EE | $2,582 | $4,538-43.1% | $3,817-32.4% | $6,400-59.7% |
| Admin fee / account holder | $3,575 | $4,582-22.0% | $3,224+10.9% | $11,426-68.7% |