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 9-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 | $59,036 | $71,883-17.9% | $86,677-31.9% | $68,494-13.8% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -18.19% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,543 | $2,173-29.0% | $2,836-45.6% | $2,596-40.6% |
| Participant deferral / active EE | $2,820 | $3,779-25.4% | $4,656-39.4% | $4,027-30.0% |
| Admin fee / account holder | $1,981 | $6,112-67.6% | $7,493-73.6% | $5,403-63.3% |