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 | $35,308 | $73,867-52.2% | $143,757-75.4% | $68,494-48.5% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -12.51% | 1.01%-13.5pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,039 | $3,184-67.4% | $4,951-79.0% | $2,596-60.0% |
| Participant deferral / active EE | $1,623 | $3,384-52.1% | $5,637-71.2% | $4,027-59.7% |
| Admin fee / account holder | $3,880 | $5,755-32.6% | $14,673-73.6% | $5,403-28.2% |