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 | $37,953 | $110,094-65.5% | $151,611-75.0% | $68,494-44.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -13.10% | -10.12%-3.0pp | 3.33%-16.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $7,085 | $4,471+58.5% | $6,166+14.9% | $2,596+172.9% |
| Participant deferral / active EE | $7,695 | $6,527+17.9% | $8,363-8.0% | $4,027+91.1% |
| Admin fee / account holder | $2,271 | $7,719-70.6% | $11,616-80.5% | $5,403-58.0% |