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 | $32,542 | $127,386-74.5% | $115,037-71.7% | $125,391-74.0% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -0.23% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,582 | $5,166-69.4% | $4,608-65.7% | $4,866-67.5% |
| Participant deferral / active EE | $3,020 | $6,423-53.0% | $6,026-49.9% | $5,352-43.6% |
| Admin fee / account holder | $960 | $9,516-89.9% | $8,175-88.3% | $9,540-89.9% |