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 | $19,663 | $100,754-80.5% | $86,677-77.3% | $134,475-85.4% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -17.81% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $812 | $3,489-76.7% | $2,836-71.4% | $4,740-82.9% |
| Participant deferral / active EE | $3,750 | $5,338-29.7% | $4,656-19.5% | $6,400-41.4% |
| Admin fee / account holder | $1,726 | $10,926-84.2% | $7,493-77.0% | $11,426-84.9% |