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 | $33,009 | $167,307-80.3% | $143,757-77.0% | $134,475-75.5% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -19.61% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,741 | $5,619-51.2% | $4,951-44.6% | $4,740-42.2% |
| Participant deferral / active EE | $6,117 | $6,446-5.1% | $5,637+8.5% | $6,400-4.4% |
| Admin fee / account holder | $9,082 | $18,088-49.8% | $14,673-38.1% | $11,426-20.5% |