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 | $38,196 | $95,193-59.9% | $76,523-50.1% | $135,375-71.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -7.88% | 4.85%-12.7pp | -0.27%-7.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,911 | $3,302-11.9% | $2,647+10.0% | $4,779-39.1% |
| Participant deferral / active EE | $4,883 | $4,639+5.2% | $3,835+27.3% | $5,609-12.9% |
| Admin fee / account holder | $1,436 | $6,249-77.0% | $4,848-70.4% | $10,827-86.7% |