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 | $32,407 | $131,829-75.4% | $108,579-70.2% | $273,961-88.2% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.6%-1.3pp | 83.0%-4.8pp |
| Annual return | 7.03% | -91.57%+98.6pp | -51.70%+58.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,087 | $4,912-77.9% | $3,758-71.1% | $4,869-77.7% |
| Participant deferral / active EE | $3,892 | $5,127-24.1% | $4,311-9.7% | $5,287-26.4% |
| Admin fee / account holder | $6,006 | $10,252-41.4% | $7,645-21.4% | $10,132-40.7% |