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 | $43,851 | $92,222-52.5% | $76,768-42.9% | $135,375-67.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.98% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,025 | $3,216-68.1% | $2,485-58.7% | $4,779-78.5% |
| Participant deferral / active EE | $3,676 | $4,509-18.5% | $3,852-4.6% | $5,609-34.5% |
| Admin fee / account holder | $1,175 | $10,748-89.1% | $6,675-82.4% | $10,827-89.2% |