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 | $50,746 | $72,607-30.1% | $90,749-44.1% | $66,914-24.2% |
| Participation rate | 94.6% | 73.7%+20.9pp | 75.7%+18.9pp | 69.8%+24.8pp |
| Annual return | -14.19% | -12.28%-1.9pp | -12.16%-2.0pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,400 | $2,369+43.5% | $2,921+16.4% | $2,544+33.6% |
| Participant deferral / active EE | $7,333 | $3,977+84.4% | $4,564+60.7% | $4,237+73.1% |
| Admin fee / account holder | $892 | $707+26.1% | $8,445-89.4% | $593+50.3% |