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 | $30,323 | $167,484-81.9% | $151,611-80.0% | $134,475-77.5% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -9.40% | 7.80%-17.2pp | 3.33%-12.7pp | 417.96%-427.4pp |
| Employer contribution / active EE | $2,176 | $6,829-68.1% | $6,166-64.7% | $4,740-54.1% |
| Participant deferral / active EE | $4,228 | $8,986-52.9% | $8,363-49.4% | $6,400-33.9% |
| Admin fee / account holder | $401 | $13,783-97.1% | $11,616-96.5% | $11,426-96.5% |