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 | $28,181 | $82,286-65.8% | $68,791-59.0% | $134,475-79.0% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.0%+24.7pp | 81.2%+12.5pp |
| Annual return | -12.61% | -2.19%-10.4pp | -6.38%-6.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,109 | $3,301-36.1% | $2,655-20.6% | $4,740-55.5% |
| Participant deferral / active EE | $6,075 | $4,739+28.2% | $3,941+54.2% | $6,400-5.1% |
| Admin fee / account holder | $7,332 | $6,481+13.1% | $4,932+48.7% | $11,426-35.8% |