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 | $42,979 | $211,958-79.7% | $169,463-74.6% | $135,375-68.3% |
| Participation rate | 84.6% | 82.6%+2.0pp | 77.8%+6.8pp | 82.6%+2.0pp |
| Annual return | -6.12% | 3.26%-9.4pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,328 | $5,120-35.0% | $4,159-20.0% | $4,779-30.4% |
| Participant deferral / active EE | $8,682 | $6,075+42.9% | $5,277+64.5% | $5,609+54.8% |
| Admin fee / account holder | $12,298 | $11,471+7.2% | $9,109+35.0% | $10,827+13.6% |