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 | $31,738 | $92,222-65.6% | $76,768-58.7% | $135,375-76.6% |
| Participation rate | 78.3% | 79.8%-1.5pp | 77.0%+1.3pp | 82.6%-4.4pp |
| Annual return | -6.60% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $836 | $3,216-74.0% | $2,485-66.3% | $4,779-82.5% |
| Participant deferral / active EE | $2,535 | $4,509-43.8% | $3,852-34.2% | $5,609-54.8% |
| Admin fee / account holder | $2,113 | $10,748-80.3% | $6,675-68.4% | $10,827-80.5% |