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 | $26,496 | $142,344-81.4% | $119,609-77.8% | $134,475-80.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -15.23% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,909 | $5,222-44.3% | $4,232-31.3% | $4,740-38.6% |
| Participant deferral / active EE | $3,844 | $6,469-40.6% | $5,602-31.4% | $6,400-39.9% |
| Admin fee / account holder | $1,644 | $13,584-87.9% | $10,323-84.1% | $11,426-85.6% |