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 | $32,825 | $92,222-64.4% | $76,768-57.2% | $135,375-75.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.55% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,010 | $3,216-37.5% | $2,485-19.1% | $4,779-57.9% |
| Participant deferral / active EE | $2,373 | $4,509-47.4% | $3,852-38.4% | $5,609-57.7% |
| Admin fee / account holder | $907 | $10,748-91.6% | $6,675-86.4% | $10,827-91.6% |