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 | $32,830 | $92,222-64.4% | $76,768-57.2% | $135,375-75.7% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -6.97% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,637 | $3,216-49.1% | $2,485-34.1% | $4,779-65.7% |
| Participant deferral / active EE | $3,160 | $4,509-29.9% | $3,852-18.0% | $5,609-43.7% |
| Admin fee / account holder | $650 | $10,748-94.0% | $6,675-90.3% | $10,827-94.0% |