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 9-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 | $34,997 | $42,894-18.4% | $60,874-42.5% | $68,494-48.9% |
| Participation rate | 92.9% | 66.8%+26.1pp | 73.1%+19.7pp | 67.9%+25.0pp |
| Annual return | -13.14% | -13.98%+0.8pp | 16.90%-30.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,744 | $1,978-11.8% | $2,701-35.4% | $2,596-32.8% |
| Participant deferral / active EE | $2,576 | $2,867-10.2% | $3,817-32.5% | $4,027-36.0% |
| Admin fee / account holder | $1,132 | $3,101-63.5% | $3,224-64.9% | $5,403-79.0% |