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 | $32,446 | $99,032-67.2% | $80,019-59.5% | $135,375-76.0% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -7.50% | 15.39%-22.9pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $461 | $3,043-84.8% | $2,468-81.3% | $4,779-90.3% |
| Participant deferral / active EE | $1,846 | $4,282-56.9% | $3,686-49.9% | $5,609-67.1% |
| Admin fee / account holder | $10,747 | $10,436+3.0% | $6,521+64.8% | $10,827-0.7% |