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 6-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 | $30,398 | $167,307-81.8% | $143,757-78.9% | $134,475-77.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.82% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,057 | $5,619-63.4% | $4,951-58.5% | $4,740-56.6% |
| Participant deferral / active EE | $5,754 | $6,446-10.7% | $5,637+2.1% | $6,400-10.1% |
| Admin fee / account holder | $515 | $18,088-97.2% | $14,673-96.5% | $11,426-95.5% |