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 | $40,380 | $92,222-56.2% | $76,768-47.4% | $135,375-70.2% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -5.17% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,485 | $3,216-53.8% | $2,485-40.2% | $4,779-68.9% |
| Participant deferral / active EE | $3,268 | $4,509-27.5% | $3,852-15.2% | $5,609-41.7% |
| Admin fee / account holder | $1,466 | $10,748-86.4% | $6,675-78.0% | $10,827-86.5% |