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 | $37,325 | $85,790-56.5% | $67,313-44.5% | $135,375-72.4% |
| Participation rate | 95.7% | 76.5%+19.2pp | 69.1%+26.6pp | 82.6%+13.0pp |
| Annual return | -3.63% | -0.54%-3.1pp | -4.08%+0.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,555 | $3,487-55.4% | $2,566-39.4% | $4,779-67.5% |
| Participant deferral / active EE | $4,024 | $4,651-13.5% | $3,568+12.8% | $5,609-28.2% |
| Admin fee / account holder | $725 | $6,392-88.7% | $4,507-83.9% | $10,827-93.3% |