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 | $36,217 | $158,817-77.2% | $121,196-70.1% | $135,375-73.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | -2.66% | -0.64%-2.0pp | 16.93%-19.6pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,336 | $5,665-76.4% | $4,022-66.8% | $4,779-72.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,196 | $6,512-66.3% | $5,019-56.3% | $10,827-79.7% |