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 5-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 | $39,450 | $71,883-45.1% | $86,677-54.5% | $68,494-42.4% |
| Participation rate | 97.1% | 72.2%+24.8pp | 76.6%+20.5pp | 67.9%+29.2pp |
| Annual return | -17.00% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,263 | $2,173+96.2% | $2,836+50.3% | $2,596+64.2% |
| Participant deferral / active EE | $3,656 | $3,779-3.2% | $4,656-21.5% | $4,027-9.2% |
| Admin fee / account holder | $3,499 | $6,112-42.8% | $7,493-53.3% | $5,403-35.2% |