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 7-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 | $39,838 | $82,664-51.8% | $125,339-68.2% | $68,494-41.8% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -3.26% | -5.97%+2.7pp | 572.05%-575.3pp | -7.84%+4.6pp |
| Employer contribution / active EE | $4,233 | $3,381+25.2% | $4,814-12.1% | $2,596+63.0% |
| Participant deferral / active EE | $7,447 | $6,110+21.9% | $7,4460% | $4,027+84.9% |
| Admin fee / account holder | $1,777 | $6,275-71.7% | $10,010-82.2% | $5,403-67.1% |