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 | $28,421 | $107,791-73.6% | $90,645-68.6% | $135,375-79.0% |
| Participation rate | 94.4% | 78.0%+16.4pp | 74.0%+20.4pp | 82.6%+11.8pp |
| Annual return | -5.87% | -0.90%-5.0pp | 1.88%-7.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,117 | $3,018-63.0% | $2,532-55.9% | $4,779-76.6% |
| Participant deferral / active EE | $2,022 | $3,872-47.8% | $3,425-41.0% | $5,609-64.0% |
| Admin fee / account holder | $2,749 | $5,930-53.6% | $4,994-44.9% | $10,827-74.6% |