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 | $44,920 | $167,307-73.2% | $143,757-68.8% | $134,475-66.6% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -9.23% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $4,046 | $5,619-28.0% | $4,951-18.3% | $4,740-14.6% |
| Participant deferral / active EE | $4,393 | $6,446-31.8% | $5,637-22.1% | $6,400-31.4% |
| Admin fee / account holder | $1,708 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |