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 5-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 | $31,348 | $167,307-81.3% | $143,757-78.2% | $134,475-76.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -18.22% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,671 | $5,619-16.9% | $4,951-5.7% | $4,740-1.5% |
| Participant deferral / active EE | $3,310 | $6,446-48.6% | $5,637-41.3% | $6,400-48.3% |
| Admin fee / account holder | $4,600 | $18,088-74.6% | $14,673-68.7% | $11,426-59.7% |