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 | $39,405 | $95,193-58.6% | $76,523-48.5% | $135,375-70.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -4.20% | 4.85%-9.1pp | -0.27%-3.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $984 | $3,302-70.2% | $2,647-62.8% | $4,779-79.4% |
| Participant deferral / active EE | $1,747 | $4,639-62.3% | $3,835-54.5% | $5,609-68.9% |
| Admin fee / account holder | $14,391 | $6,249+130.3% | $4,848+196.8% | $10,827+32.9% |