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 | $23,633 | $100,754-76.5% | $86,677-72.7% | $134,475-82.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -17.07% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,587 | $3,489-25.9% | $2,836-8.8% | $4,740-45.4% |
| Participant deferral / active EE | $5,291 | $5,338-0.9% | $4,656+13.6% | $6,400-17.3% |
| Admin fee / account holder | $645 | $10,926-94.1% | $7,493-91.4% | $11,426-94.4% |