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 | $41,101 | $105,860-61.2% | $90,749-54.7% | $134,475-69.4% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -19.33% | -11.01%-8.3pp | -12.16%-7.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,588 | $3,462-54.1% | $2,921-45.6% | $4,740-66.5% |
| Participant deferral / active EE | $5,935 | $5,216+13.8% | $4,564+30.0% | $6,400-7.3% |
| Admin fee / account holder | $1,384 | $13,938-90.1% | $8,445-83.6% | $11,426-87.9% |