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 | $30,506 | $71,883-57.6% | $86,677-64.8% | $68,494-55.5% |
| Participation rate | 78.7% | 72.2%+6.4pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -17.06% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,615 | $3,779-30.8% | $4,656-43.8% | $4,027-35.1% |
| Admin fee / account holder | $406 | $6,112-93.4% | $7,493-94.6% | $5,403-92.5% |