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 | $38,740 | $127,386-69.6% | $115,037-66.3% | $125,391-69.1% |
| Participation rate | 84.2% | 84.2%+0.1pp | 81.4%+2.8pp | 83.2%+1.0pp |
| Annual return | -2.09% | 31.28%-33.4pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,495 | $5,166-51.7% | $4,608-45.8% | $4,866-48.7% |
| Participant deferral / active EE | $4,110 | $6,423-36.0% | $6,026-31.8% | $5,352-23.2% |
| Admin fee / account holder | $742 | $9,516-92.2% | $8,175-90.9% | $9,540-92.2% |