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 | $36,595 | $167,307-78.1% | $143,757-74.5% | $134,475-72.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.53% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $9,090 | $5,619+61.8% | $4,951+83.6% | $4,740+91.8% |
| Participant deferral / active EE | $10,906 | $6,446+69.2% | $5,637+93.5% | $6,400+70.4% |
| Admin fee / account holder | $538 | $18,088-97.0% | $14,673-96.3% | $11,426-95.3% |