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 | $56,829 | $46,674+21.8% | $117,472-51.6% | $68,494-17.0% |
| Participation rate | 91.8% | 56.8%+35.0pp | 70.6%+21.2pp | 67.9%+23.9pp |
| Annual return | -16.37% | -14.52%-1.9pp | 29.74%-46.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,786 | $1,505+218.1% | $4,176+14.6% | $2,596+84.3% |
| Participant deferral / active EE | $8,491 | $2,636+222.1% | $4,070+108.6% | $4,027+110.9% |
| Admin fee / account holder | $2,454 | $4,020-39.0% | $5,645-56.5% | $5,403-54.6% |