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 9-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 | $38,936 | $175,600-77.8% | $129,110-69.8% | $134,475-71.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.3%-2.3pp | 81.2%-6.2pp |
| Annual return | -13.74% | -11.39%-2.3pp | -10.94%-2.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,877 | $6,355-70.5% | $5,052-62.9% | $4,740-60.4% |
| Participant deferral / active EE | $5,616 | $7,975-29.6% | $6,542-14.2% | $6,400-12.3% |
| Admin fee / account holder | $1,350 | $23,567-94.3% | $14,302-90.6% | $11,426-88.2% |