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 | $41,288 | $167,307-75.3% | $143,757-71.3% | $134,475-69.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.02% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,649 | $5,619-52.9% | $4,951-46.5% | $4,740-44.1% |
| Participant deferral / active EE | $6,534 | $6,446+1.4% | $5,637+15.9% | $6,400+2.1% |
| Admin fee / account holder | $8,393 | $18,088-53.6% | $14,673-42.8% | $11,426-26.5% |