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 | $45,692 | $48,265-5.3% | $68,791-33.6% | $68,494-33.3% |
| Participation rate | 92.0% | 60.7%+31.3pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | -12.62% | -12.71%+0.1pp | -6.38%-6.2pp | -7.84%-4.8pp |
| Employer contribution / active EE | $4,490 | $1,829+145.5% | $2,655+69.1% | $2,596+72.9% |
| Participant deferral / active EE | $7,407 | $2,867+158.4% | $3,941+88.0% | $4,027+83.9% |
| Admin fee / account holder | $1,408 | $4,355-67.7% | $4,932-71.5% | $5,403-73.9% |