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 | $47,041 | $73,004-35.6% | $90,749-48.2% | $68,494-31.3% |
| Participation rate | 96.3% | 70.8%+25.5pp | 75.7%+20.6pp | 67.9%+28.4pp |
| Annual return | -7.35% | -13.81%+6.5pp | -12.16%+4.8pp | -7.84%+0.5pp |
| Employer contribution / active EE | $6,561 | $2,193+199.2% | $2,921+124.6% | $2,596+152.7% |
| Participant deferral / active EE | $17,563 | $3,627+384.3% | $4,564+284.8% | $4,027+336.1% |
| Admin fee / account holder | $2,540 | $5,896-56.9% | $8,445-69.9% | $5,403-53.0% |