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 | $34,837 | $95,862-63.7% | $79,550-56.2% | $134,475-74.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -18.02% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $5,197 | $3,128+66.2% | $2,413+115.4% | $4,740+9.7% |
| Participant deferral / active EE | $3,720 | $4,693-20.7% | $3,985-6.7% | $6,400-41.9% |
| Admin fee / account holder | $6,659 | $9,126-27.0% | $6,832-2.5% | $11,426-41.7% |