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 | $28,150 | $211,958-86.7% | $169,463-83.4% | $135,375-79.2% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -6.11% | 3.26%-9.4pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,986 | $5,120-41.7% | $4,159-28.2% | $4,779-37.5% |
| Participant deferral / active EE | $3,613 | $6,075-40.5% | $5,277-31.5% | $5,609-35.6% |
| Admin fee / account holder | $1,265 | $11,471-89.0% | $9,109-86.1% | $10,827-88.3% |