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 | $28,525 | $48,265-40.9% | $68,791-58.5% | $68,494-58.4% |
| Participation rate | 88.6% | 60.7%+27.9pp | 69.0%+19.5pp | 67.9%+20.7pp |
| Annual return | -15.72% | -12.71%-3.0pp | -6.38%-9.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $801 | $1,829-56.2% | $2,655-69.8% | $2,596-69.2% |
| Participant deferral / active EE | $2,602 | $2,867-9.2% | $3,941-34.0% | $4,027-35.4% |
| Admin fee / account holder | $3,511 | $4,355-19.4% | $4,932-28.8% | $5,403-35.0% |