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 | $36,385 | $167,307-78.3% | $143,757-74.7% | $134,475-72.9% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -15.42% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,738 | $5,619-51.3% | $4,951-44.7% | $4,740-42.2% |
| Participant deferral / active EE | $3,864 | $6,446-40.1% | $5,637-31.5% | $6,400-39.6% |
| Admin fee / account holder | $713 | $18,088-96.1% | $14,673-95.1% | $11,426-93.8% |