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 | $31,479 | $167,307-81.2% | $143,757-78.1% | $134,475-76.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -16.07% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $6,503 | $5,619+15.7% | $4,951+31.3% | $4,740+37.2% |
| Participant deferral / active EE | $6,435 | $6,446-0.2% | $5,637+14.2% | $6,400+0.6% |
| Admin fee / account holder | $716 | $18,088-96.0% | $14,673-95.1% | $11,426-93.7% |