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 | $33,930 | $95,862-64.6% | $79,550-57.3% | $134,475-74.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -15.38% | -2.69%-12.7pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,119 | $3,128-64.2% | $2,413-53.6% | $4,740-76.4% |
| Participant deferral / active EE | $4,374 | $4,693-6.8% | $3,985+9.8% | $6,400-31.7% |
| Admin fee / account holder | $3,241 | $9,126-64.5% | $6,832-52.6% | $11,426-71.6% |