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 | $41,361 | $167,307-75.3% | $143,757-71.2% | $134,475-69.2% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -12.65% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,676 | $5,619-52.4% | $4,951-45.9% | $4,740-43.5% |
| Participant deferral / active EE | $8,421 | $6,446+30.6% | $5,637+49.4% | $6,400+31.6% |
| Admin fee / account holder | $4,889 | $18,088-73.0% | $14,673-66.7% | $11,426-57.2% |