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 7-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 | $35,820 | $82,664-56.7% | $125,339-71.4% | $68,494-47.7% |
| Participation rate | 88.1% | 75.0%+13.1pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,604 | $3,381-23.0% | $4,814-45.9% | $2,596+0.3% |
| Participant deferral / active EE | $5,915 | $6,110-3.2% | $7,446-20.6% | $4,027+46.9% |
| Admin fee / account holder | $947 | $6,275-84.9% | $10,010-90.5% | $5,403-82.5% |