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 | $38,457 | $167,307-77.0% | $143,757-73.2% | $134,475-71.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -17.96% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,766 | $5,619-68.6% | $4,951-64.3% | $4,740-62.7% |
| Participant deferral / active EE | $2,397 | $6,446-62.8% | $5,637-57.5% | $6,400-62.6% |
| Admin fee / account holder | $3,519 | $18,088-80.5% | $14,673-76.0% | $11,426-69.2% |