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 8-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 | $34,056 | $48,265-29.4% | $68,791-50.5% | $68,494-50.3% |
| Participation rate | 88.1% | 60.7%+27.4pp | 69.0%+19.0pp | 67.9%+20.2pp |
| Annual return | -15.39% | -12.71%-2.7pp | -6.38%-9.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,935 | $1,829+5.8% | $2,655-27.1% | $2,596-25.5% |
| Participant deferral / active EE | $3,588 | $2,867+25.2% | $3,941-9.0% | $4,027-10.9% |
| Admin fee / account holder | $5,437 | $4,355+24.8% | $4,932+10.2% | $5,403+0.6% |