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 | $36,494 | $73,867-50.6% | $143,757-74.6% | $68,494-46.7% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.07% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,774 | $3,184-44.3% | $4,951-64.2% | $2,596-31.7% |
| Participant deferral / active EE | $3,335 | $3,384-1.5% | $5,637-40.8% | $4,027-17.2% |
| Admin fee / account holder | $554 | $5,755-90.4% | $14,673-96.2% | $5,403-89.7% |