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 | $42,669 | $82,286-48.1% | $68,791-38.0% | $134,475-68.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -15.99% | -2.19%-13.8pp | -6.38%-9.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,226 | $3,301-62.9% | $2,655-53.8% | $4,740-74.1% |
| Participant deferral / active EE | $2,136 | $4,739-54.9% | $3,941-45.8% | $6,400-66.6% |
| Admin fee / account holder | $765 | $6,481-88.2% | $4,932-84.5% | $11,426-93.3% |