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 | $31,213 | $167,307-81.3% | $143,757-78.3% | $134,475-76.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.14% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,067 | $5,619-63.2% | $4,951-58.3% | $4,740-56.4% |
| Participant deferral / active EE | $4,340 | $6,446-32.7% | $5,637-23.0% | $6,400-32.2% |
| Admin fee / account holder | $3,752 | $18,088-79.3% | $14,673-74.4% | $11,426-67.2% |