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 9-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 | $36,220 | $167,484-78.4% | $151,611-76.1% | $134,475-73.1% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -12.54% | 7.80%-20.3pp | 3.33%-15.9pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,016 | $6,829-70.5% | $6,166-67.3% | $4,740-57.5% |
| Participant deferral / active EE | $4,591 | $8,986-48.9% | $8,363-45.1% | $6,400-28.3% |
| Admin fee / account holder | $21,995 | $13,783+59.6% | $11,616+89.3% | $11,426+92.5% |