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 | $45,602 | $127,100-64.1% | $105,738-56.9% | $135,375-66.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | -7.60% | 4.49%-12.1pp | 6.27%-13.9pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,177 | $4,107-71.3% | $3,268-64.0% | $4,779-75.4% |
| Participant deferral / active EE | $3,856 | $5,064-23.9% | $4,080-5.5% | $5,609-31.3% |
| Admin fee / account holder | $745 | $9,087-91.8% | $6,913-89.2% | $10,827-93.1% |