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 | $35,483 | $71,883-50.6% | $86,677-59.1% | $68,494-48.2% |
| Participation rate | 90.4% | 72.2%+18.1pp | 76.6%+13.8pp | 67.9%+22.5pp |
| Annual return | -17.95% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,301 | $2,173-40.1% | $2,836-54.1% | $2,596-49.9% |
| Participant deferral / active EE | $2,141 | $3,779-43.3% | $4,656-54.0% | $4,027-46.8% |
| Admin fee / account holder | $2,572 | $6,112-57.9% | $7,493-65.7% | $5,403-52.4% |