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 | $41,564 | $72,404-42.6% | $110,238-62.3% | $64,186-35.2% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.8pp |
| Annual return | -3.32% | -6.29%+3.0pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,363 | $2,282-40.3% | $3,826-64.4% | $2,381-42.7% |
| Participant deferral / active EE | $4,108 | $3,469+18.4% | $4,672-12.1% | $3,470+18.4% |
| Admin fee / account holder | $37,441 | $5,664+561.0% | $8,547+338.1% | $4,888+666.0% |