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 | $30,281 | $127,386-76.2% | $115,037-73.7% | $125,391-75.9% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -0.75% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $926 | $5,166-82.1% | $4,608-79.9% | $4,866-81.0% |
| Participant deferral / active EE | $3,164 | $6,423-50.7% | $6,026-47.5% | $5,352-40.9% |
| Admin fee / account holder | $3,787 | $9,516-60.2% | $8,175-53.7% | $9,540-60.3% |