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 | $26,345 | $211,958-87.6% | $169,463-84.5% | $135,375-80.5% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -6.95% | 3.26%-10.2pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,736 | $5,120-46.6% | $4,159-34.2% | $4,779-42.8% |
| Participant deferral / active EE | $4,052 | $6,075-33.3% | $5,277-23.2% | $5,609-27.8% |
| Admin fee / account holder | $2,157 | $11,471-81.2% | $9,109-76.3% | $10,827-80.1% |