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 8-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 | $30,624 | $105,860-71.1% | $90,749-66.3% | $134,475-77.2% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -17.38% | -11.01%-6.4pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,594 | $3,462-25.1% | $2,921-11.2% | $4,740-45.3% |
| Participant deferral / active EE | $5,867 | $5,216+12.5% | $4,564+28.5% | $6,400-8.3% |
| Admin fee / account holder | $10,626 | $13,938-23.8% | $8,445+25.8% | $11,426-7.0% |