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 | $38,532 | $73,867-47.8% | $143,757-73.2% | $68,494-43.7% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -16.57% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $7,507 | $3,184+135.8% | $4,951+51.6% | $2,596+189.2% |
| Participant deferral / active EE | $4,440 | $3,384+31.2% | $5,637-21.2% | $4,027+10.2% |
| Admin fee / account holder | $992 | $5,755-82.8% | $14,673-93.2% | $5,403-81.6% |