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 | $44,347 | $82,286-46.1% | $68,791-35.5% | $134,475-67.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -14.09% | -2.19%-11.9pp | -6.38%-7.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $916 | $3,301-72.2% | $2,655-65.5% | $4,740-80.7% |
| Participant deferral / active EE | $4,027 | $4,739-15.0% | $3,941+2.2% | $6,400-37.1% |
| Admin fee / account holder | $1,619 | $6,481-75.0% | $4,932-67.2% | $11,426-85.8% |