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 | $42,687 | $85,790-50.2% | $67,313-36.6% | $135,375-68.5% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -5.87% | -0.54%-5.3pp | -4.08%-1.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $907 | $3,487-74.0% | $2,566-64.7% | $4,779-81.0% |
| Participant deferral / active EE | $2,724 | $4,651-41.4% | $3,568-23.7% | $5,609-51.4% |
| Admin fee / account holder | $880 | $6,392-86.2% | $4,507-80.5% | $10,827-91.9% |