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 | $30,767 | $82,664-62.8% | $125,339-75.5% | $68,494-55.1% |
| Participation rate | 71.2% | 75.0%-3.9pp | 82.4%-11.2pp | 67.9%+3.3pp |
| Annual return | -16.77% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,165 | $3,381-6.4% | $4,814-34.3% | $2,596+21.9% |
| Participant deferral / active EE | $6,488 | $6,110+6.2% | $7,446-12.9% | $4,027+61.1% |
| Admin fee / account holder | $4,839 | $6,275-22.9% | $10,010-51.7% | $5,403-10.4% |