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 | $39,787 | $107,791-63.1% | $90,645-56.1% | $135,375-70.6% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.0%+18.8pp | 82.6%+10.2pp |
| Annual return | -4.41% | -0.90%-3.5pp | 1.88%-6.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,436 | $3,018-19.3% | $2,532-3.8% | $4,779-49.0% |
| Participant deferral / active EE | $1,136 | $3,872-70.7% | $3,425-66.8% | $5,609-79.7% |
| Admin fee / account holder | $11,823 | $5,930+99.4% | $4,994+136.7% | $10,827+9.2% |