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 4-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 | $65,596 | $95,862-31.6% | $79,550-17.5% | $134,475-51.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -16.66% | -2.69%-14.0pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $556 | $3,128-82.2% | $2,413-77.0% | $4,740-88.3% |
| Participant deferral / active EE | $1,735 | $4,693-63.0% | $3,985-56.5% | $6,400-72.9% |
| Admin fee / account holder | $797 | $9,126-91.3% | $6,832-88.3% | $11,426-93.0% |