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 | $32,431 | $167,307-80.6% | $143,757-77.4% | $134,475-75.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -19.33% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,685 | $5,619-70.0% | $4,951-66.0% | $4,740-64.4% |
| Participant deferral / active EE | $4,942 | $6,446-23.3% | $5,637-12.3% | $6,400-22.8% |
| Admin fee / account holder | $1,820 | $18,088-89.9% | $14,673-87.6% | $11,426-84.1% |