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 | $35,453 | $87,540-59.5% | $75,781-53.2% | $125,391-71.7% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -3.77% | 13.48%-17.3pp | 9.68%-13.4pp | 282.22%-286.0pp |
| Employer contribution / active EE | $2,243 | $3,930-42.9% | $3,323-32.5% | $4,866-53.9% |
| Participant deferral / active EE | $1,070 | $4,229-74.7% | $3,651-70.7% | $5,352-80.0% |
| Admin fee / account holder | $1,469 | $6,502-77.4% | $5,299-72.3% | $9,540-84.6% |