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 | $46,215 | $175,600-73.7% | $129,110-64.2% | $134,475-65.6% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.3%-7.3pp | 81.2%-11.2pp |
| Annual return | -17.48% | -11.39%-6.1pp | -10.94%-6.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,780 | $6,355-72.0% | $5,052-64.8% | $4,740-62.5% |
| Participant deferral / active EE | $2,457 | $7,975-69.2% | $6,542-62.4% | $6,400-61.6% |
| Admin fee / account holder | $870 | $23,567-96.3% | $14,302-93.9% | $11,426-92.4% |