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 | $18,594 | $133,958-86.1% | $112,228-83.4% | $134,475-86.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.54% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,297 | $4,038-43.1% | $3,635-36.8% | $4,740-51.5% |
| Participant deferral / active EE | $3,063 | $5,291-42.1% | $4,728-35.2% | $6,400-52.1% |
| Admin fee / account holder | $9,156 | $7,489+22.3% | $6,410+42.8% | $11,426-19.9% |