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 | $32,278 | $167,307-80.7% | $143,757-77.5% | $134,475-76.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -16.46% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,014 | $5,619-64.1% | $4,951-59.3% | $4,740-57.5% |
| Participant deferral / active EE | $3,050 | $6,446-52.7% | $5,637-45.9% | $6,400-52.3% |
| Admin fee / account holder | $1,504 | $18,088-91.7% | $14,673-89.8% | $11,426-86.8% |