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 | $40,145 | $92,222-56.5% | $76,768-47.7% | $135,375-70.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -8.06% | 5.46%-13.5pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,990 | $3,216-7.0% | $2,485+20.3% | $4,779-37.4% |
| Participant deferral / active EE | $3,803 | $4,509-15.7% | $3,852-1.3% | $5,609-32.2% |
| Admin fee / account holder | $3,310 | $10,748-69.2% | $6,675-50.4% | $10,827-69.4% |