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 9-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 | $31,488 | $85,790-63.3% | $67,313-53.2% | $135,375-76.7% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 82.6%-12.1pp |
| Annual return | -6.46% | -0.54%-5.9pp | -4.08%-2.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,251 | $3,487-35.5% | $2,566-12.3% | $4,779-52.9% |
| Participant deferral / active EE | $3,806 | $4,651-18.2% | $3,568+6.7% | $5,609-32.1% |
| Admin fee / account holder | $1,028 | $6,392-83.9% | $4,507-77.2% | $10,827-90.5% |