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 | $32,299 | $72,404-55.4% | $110,238-70.7% | $64,186-49.7% |
| Participation rate | 70.1% | 73.3%-3.2pp | 79.8%-9.7pp | 69.6%+0.6pp |
| Annual return | -6.44% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $579 | $2,282-74.6% | $3,826-84.9% | $2,381-75.7% |
| Participant deferral / active EE | $3,458 | $3,469-0.3% | $4,672-26.0% | $3,470-0.3% |
| Admin fee / account holder | $4,658 | $5,664-17.8% | $8,547-45.5% | $4,888-4.7% |