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 | $68,475 | $73,867-7.3% | $143,757-52.4% | $68,4940% |
| Participation rate | 77.4% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -15.88% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,930 | $3,184-39.4% | $4,951-61.0% | $2,596-25.7% |
| Participant deferral / active EE | $4,225 | $3,384+24.8% | $5,637-25.1% | $4,027+4.9% |
| Admin fee / account holder | $461 | $5,755-92.0% | $14,673-96.9% | $5,403-91.5% |