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 | $41,987 | $167,307-74.9% | $143,757-70.8% | $134,475-68.8% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -19.48% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,605 | $5,619-71.4% | $4,951-67.6% | $4,740-66.1% |
| Participant deferral / active EE | $3,936 | $6,446-38.9% | $5,637-30.2% | $6,400-38.5% |
| Admin fee / account holder | $2,035 | $18,088-88.7% | $14,673-86.1% | $11,426-82.2% |