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 | $45,749 | $59,107-22.6% | $86,436-47.1% | $68,494-33.2% |
| Participation rate | 93.9% | 75.2%+18.7pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -18.41% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,596 | $2,519+82.5% | $3,769+22.0% | $2,596+77.0% |
| Participant deferral / active EE | $9,075 | $5,901+53.8% | $6,952+30.5% | $4,027+125.3% |
| Admin fee / account holder | $939 | $5,637-83.3% | $6,731-86.1% | $5,403-82.6% |