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 10-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 | $45,858 | $79,633-42.4% | $93,789-51.1% | $68,494-33.0% |
| Participation rate | 94.9% | 75.4%+19.5pp | 81.0%+13.9pp | 67.9%+27.0pp |
| Annual return | -16.97% | -0.10%-16.9pp | -11.33%-5.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,297 | $3,665-37.3% | $4,323-46.9% | $2,596-11.5% |
| Participant deferral / active EE | $4,003 | $5,158-22.4% | $6,094-34.3% | $4,027-0.6% |
| Admin fee / account holder | $305 | $6,871-95.6% | $7,195-95.8% | $5,403-94.4% |