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 | $45,354 | $64,707-29.9% | $112,228-59.6% | $68,494-33.8% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -12.67% | -11.40%-1.3pp | 27.45%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,925 | $2,746+115.8% | $3,635+63.0% | $2,596+128.2% |
| Participant deferral / active EE | $3,094 | $3,565-13.2% | $4,728-34.6% | $4,027-23.2% |
| Admin fee / account holder | $33,714 | $5,232+544.4% | $6,410+426.0% | $5,403+524.0% |