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 | $35,272 | $85,790-58.9% | $67,313-47.6% | $135,375-73.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -7.75% | -0.54%-7.2pp | -4.08%-3.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,162 | $3,487-9.3% | $2,566+23.2% | $4,779-33.8% |
| Participant deferral / active EE | $4,464 | $4,651-4.0% | $3,568+25.1% | $5,609-20.4% |
| Admin fee / account holder | $1,483 | $6,392-76.8% | $4,507-67.1% | $10,827-86.3% |