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 | $41,830 | $100,754-58.5% | $86,677-51.7% | $134,475-68.9% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -4.94% | 29.04%-34.0pp | 35.91%-40.8pp | 417.96%-422.9pp |
| Employer contribution / active EE | $2,016 | $3,489-42.2% | $2,836-28.9% | $4,740-57.5% |
| Participant deferral / active EE | $4,951 | $5,338-7.2% | $4,656+6.3% | $6,400-22.6% |
| Admin fee / account holder | $74,275 | $10,926+579.8% | $7,493+891.2% | $11,426+550.1% |