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 | $36,038 | $100,754-64.2% | $86,677-58.4% | $134,475-73.2% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -15.54% | 29.04%-44.6pp | 35.91%-51.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,041 | $3,489+15.8% | $2,836+42.5% | $4,740-14.7% |
| Participant deferral / active EE | $2,522 | $5,338-52.8% | $4,656-45.8% | $6,400-60.6% |
| Admin fee / account holder | $2,578 | $10,926-76.4% | $7,493-65.6% | $11,426-77.4% |