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 | $29,796 | $95,193-68.7% | $76,523-61.1% | $135,375-78.0% |
| Participation rate | 73.3% | 74.4%-1.1pp | 68.0%+5.3pp | 82.6%-9.3pp |
| Annual return | -9.78% | 4.85%-14.6pp | -0.27%-9.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $528 | $3,302-84.0% | $2,647-80.0% | $4,779-88.9% |
| Participant deferral / active EE | $1,057 | $4,639-77.2% | $3,835-72.4% | $5,609-81.2% |
| Admin fee / account holder | $2,800 | $6,249-55.2% | $4,848-42.3% | $10,827-74.1% |