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 | $35,724 | $105,860-66.3% | $90,749-60.6% | $134,475-73.4% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -12.11% | -11.01%-1.1pp | -12.16%+0.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,504 | $3,462-27.7% | $2,921-14.3% | $4,740-47.2% |
| Participant deferral / active EE | $4,158 | $5,216-20.3% | $4,564-8.9% | $6,400-35.0% |
| Admin fee / account holder | $8,019 | $13,938-42.5% | $8,445-5.0% | $11,426-29.8% |