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 | $32,395 | $82,664-60.8% | $125,339-74.2% | $68,494-52.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -8.36% | -5.97%-2.4pp | 572.05%-580.4pp | -7.84%-0.5pp |
| Employer contribution / active EE | $2,019 | $3,381-40.3% | $4,814-58.1% | $2,596-22.2% |
| Participant deferral / active EE | $5,399 | $6,110-11.6% | $7,446-27.5% | $4,027+34.1% |
| Admin fee / account holder | $1,033 | $6,275-83.5% | $10,010-89.7% | $5,403-80.9% |