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 10-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 | $43,048 | $167,307-74.3% | $143,757-70.1% | $134,475-68.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.71% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,511 | $5,619-73.1% | $4,951-69.5% | $4,740-68.1% |
| Participant deferral / active EE | $2,661 | $6,446-58.7% | $5,637-52.8% | $6,400-58.4% |
| Admin fee / account holder | $3,170 | $18,088-82.5% | $14,673-78.4% | $11,426-72.3% |