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 | $32,390 | $167,307-80.6% | $143,757-77.5% | $134,475-75.9% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -7.55% | 0.46%-8.0pp | -0.04%-7.5pp | 417.96%-425.5pp |
| Employer contribution / active EE | $4,606 | $5,619-18.0% | $4,951-7.0% | $4,740-2.8% |
| Participant deferral / active EE | $10,319 | $6,446+60.1% | $5,637+83.1% | $6,400+61.2% |
| Admin fee / account holder | $857 | $18,088-95.3% | $14,673-94.2% | $11,426-92.5% |