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 4-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 | $30,524 | $71,883-57.5% | $86,677-64.8% | $68,494-55.4% |
| Participation rate | 98.2% | 72.2%+25.9pp | 76.6%+21.6pp | 67.9%+30.3pp |
| Annual return | -16.55% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,636 | $2,173+67.4% | $2,836+28.2% | $2,596+40.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,237 | $6,112-47.0% | $7,493-56.8% | $5,403-40.1% |