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 | $38,409 | $167,307-77.0% | $143,757-73.3% | $134,475-71.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.45% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,174 | $5,619-79.1% | $4,951-76.3% | $4,740-75.2% |
| Participant deferral / active EE | $4,534 | $6,446-29.7% | $5,637-19.6% | $6,400-29.2% |
| Admin fee / account holder | $6,580 | $18,088-63.6% | $14,673-55.2% | $11,426-42.4% |