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 | $36,701 | $95,862-61.7% | $79,550-53.9% | $134,475-72.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -18.10% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,952 | $3,128-37.6% | $2,413-19.1% | $4,740-58.8% |
| Participant deferral / active EE | $7,277 | $4,693+55.1% | $3,985+82.6% | $6,400+13.7% |
| Admin fee / account holder | $470 | $9,126-94.9% | $6,832-93.1% | $11,426-95.9% |