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 7-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 | $30,024 | $54,350-44.8% | $82,719-63.7% | $68,494-56.2% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | -15.24% | -13.67%-1.6pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,931 | $2,218+32.1% | $3,009-2.6% | $2,596+12.9% |
| Participant deferral / active EE | $5,720 | $3,246+76.2% | $4,395+30.2% | $4,027+42.0% |
| Admin fee / account holder | $11,010 | $4,395+150.5% | $5,329+106.6% | $5,403+103.8% |