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 6-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 | $29,458 | $25,979+13.4% | $71,735-58.9% | $68,494-57.0% |
| Participation rate | 90.5% | 54.5%+36.0pp | 62.3%+28.2pp | 67.9%+22.6pp |
| Annual return | -15.99% | -15.10%-0.9pp | 9.14%-25.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $720 | $900-20.1% | $1,704-57.8% | $2,596-72.3% |
| Participant deferral / active EE | $2,202 | $1,522+44.6% | $2,658-17.2% | $4,027-45.3% |
| Admin fee / account holder | $2,298 | $2,022+13.7% | $3,974-42.2% | $5,403-57.5% |