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 | $28,729 | $79,633-63.9% | $93,789-69.4% | $68,494-58.1% |
| Participation rate | 83.3% | 75.4%+8.0pp | 81.0%+2.4pp | 67.9%+15.4pp |
| Annual return | -17.09% | -0.10%-17.0pp | -11.33%-5.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $6,353 | $3,665+73.3% | $4,323+47.0% | $2,596+144.7% |
| Participant deferral / active EE | $11,417 | $5,158+121.4% | $6,094+87.3% | $4,027+183.5% |
| Admin fee / account holder | $1,604 | $6,871-76.7% | $7,195-77.7% | $5,403-70.3% |