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 | $22,741 | $133,958-83.0% | $112,228-79.7% | $134,475-83.1% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -13.41% | 47.11%-60.5pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,654 | $4,038-34.3% | $3,635-27.0% | $4,740-44.0% |
| Participant deferral / active EE | $1,937 | $5,291-63.4% | $4,728-59.0% | $6,400-69.7% |
| Admin fee / account holder | $1,178 | $7,489-84.3% | $6,410-81.6% | $11,426-89.7% |