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 8-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 | $30,469 | $54,350-43.9% | $82,719-63.2% | $68,494-55.5% |
| Participation rate | 90.4% | 63.9%+26.5pp | 72.6%+17.8pp | 67.9%+22.5pp |
| Annual return | -17.18% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,758 | $2,218+24.3% | $3,009-8.3% | $2,596+6.2% |
| Participant deferral / active EE | $4,215 | $3,246+29.9% | $4,395-4.1% | $4,027+4.7% |
| Admin fee / account holder | $755 | $4,395-82.8% | $5,329-85.8% | $5,403-86.0% |