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 | $31,509 | $82,286-61.7% | $68,791-54.2% | $134,475-76.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -13.03% | -2.19%-10.8pp | -6.38%-6.6pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,793 | $3,301-45.7% | $2,655-32.5% | $4,740-62.2% |
| Participant deferral / active EE | $4,816 | $4,739+1.6% | $3,941+22.2% | $6,400-24.7% |
| Admin fee / account holder | $1,355 | $6,481-79.1% | $4,932-72.5% | $11,426-88.1% |