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 3-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 | $54,307 | $59,107-8.1% | $86,436-37.2% | $68,494-20.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -16.77% | -0.23%-16.5pp | 4394.89%-4411.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,835 | $2,519+52.2% | $3,769+1.8% | $2,596+47.7% |
| Participant deferral / active EE | $8,904 | $5,901+50.9% | $6,952+28.1% | $4,027+121.1% |
| Admin fee / account holder | $3,687 | $5,637-34.6% | $6,731-45.2% | $5,403-31.8% |