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 | $40,504 | $92,222-56.1% | $76,768-47.2% | $135,375-70.1% |
| Participation rate | 73.7% | 79.8%-6.1pp | 77.0%-3.3pp | 82.6%-9.0pp |
| Annual return | -3.38% | 5.46%-8.8pp | 2.43%-5.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,063 | $3,216-67.0% | $2,485-57.2% | $4,779-77.8% |
| Participant deferral / active EE | $3,151 | $4,509-30.1% | $3,852-18.2% | $5,609-43.8% |
| Admin fee / account holder | $2,385 | $10,748-77.8% | $6,675-64.3% | $10,827-78.0% |