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 | $59,058 | $73,867-20.0% | $143,757-58.9% | $68,494-13.8% |
| Participation rate | 86.8% | 66.7%+20.1pp | 80.3%+6.5pp | 67.9%+18.9pp |
| Annual return | -13.47% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,860 | $3,184-10.2% | $4,951-42.2% | $2,596+10.1% |
| Participant deferral / active EE | $6,860 | $3,384+102.7% | $5,637+21.7% | $4,027+70.3% |
| Admin fee / account holder | $9,721 | $5,755+68.9% | $14,673-33.7% | $5,403+79.9% |