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 7-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 | $27,686 | $71,883-61.5% | $86,677-68.1% | $68,494-59.6% |
| Participation rate | 77.5% | 72.2%+5.3pp | 76.6%+1.0pp | 67.9%+9.6pp |
| Annual return | -18.43% | 3.52%-22.0pp | 35.91%-54.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,250 | $2,173+3.6% | $2,836-20.7% | $2,596-13.3% |
| Participant deferral / active EE | $6,515 | $3,779+72.4% | $4,656+39.9% | $4,027+61.8% |
| Admin fee / account holder | $1,887 | $6,112-69.1% | $7,493-74.8% | $5,403-65.1% |