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 | $37,421 | $90,519-58.7% | $93,789-60.1% | $134,475-72.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 81.0%+2.4pp | 81.2%+2.1pp |
| Annual return | -19.72% | -15.72%-4.0pp | -11.33%-8.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,017 | $4,343-53.5% | $4,323-53.3% | $4,740-57.4% |
| Participant deferral / active EE | $3,364 | $5,978-43.7% | $6,094-44.8% | $6,400-47.4% |
| Admin fee / account holder | $937 | $9,252-89.9% | $7,195-87.0% | $11,426-91.8% |