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 9-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 | $36,304 | $110,094-67.0% | $151,611-76.1% | $68,494-47.0% |
| Participation rate | 83.6% | 84.0%-0.4pp | 87.5%-3.9pp | 67.9%+15.7pp |
| Annual return | -18.10% | -10.12%-8.0pp | 3.33%-21.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,533 | $4,471-43.3% | $6,166-58.9% | $2,596-2.4% |
| Participant deferral / active EE | $5,303 | $6,527-18.8% | $8,363-36.6% | $4,027+31.7% |
| Admin fee / account holder | $1,596 | $7,719-79.3% | $11,616-86.3% | $5,403-70.5% |