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 | $44,426 | $107,791-58.8% | $90,645-51.0% | $135,375-67.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -1.74% | -0.90%-0.8pp | 1.88%-3.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $347 | $3,018-88.5% | $2,532-86.3% | $4,779-92.7% |
| Participant deferral / active EE | $1,899 | $3,872-51.0% | $3,425-44.6% | $5,609-66.1% |
| Admin fee / account holder | $1,736 | $5,930-70.7% | $4,994-65.2% | $10,827-84.0% |