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 | $35,685 | $167,307-78.7% | $143,757-75.2% | $134,475-73.5% |
| Participation rate | 86.4% | 84.8%+1.6pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -11.06% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,505 | $5,619-73.2% | $4,951-69.6% | $4,740-68.3% |
| Participant deferral / active EE | $2,664 | $6,446-58.7% | $5,637-52.7% | $6,400-58.4% |
| Admin fee / account holder | $19,698 | $18,088+8.9% | $14,673+34.2% | $11,426+72.4% |