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 | $31,622 | $167,307-81.1% | $143,757-78.0% | $134,475-76.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.05% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,644 | $5,619-70.7% | $4,951-66.8% | $4,740-65.3% |
| Participant deferral / active EE | $2,539 | $6,446-60.6% | $5,637-55.0% | $6,400-60.3% |
| Admin fee / account holder | $10,230 | $18,088-43.4% | $14,673-30.3% | $11,426-10.5% |