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 | $28,031 | $82,664-66.1% | $125,339-77.6% | $68,494-59.1% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -12.65% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,550 | $3,381-24.6% | $4,814-47.0% | $2,596-1.8% |
| Participant deferral / active EE | $4,408 | $6,110-27.9% | $7,446-40.8% | $4,027+9.4% |
| Admin fee / account holder | $598 | $6,275-90.5% | $10,010-94.0% | $5,403-88.9% |