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 | $41,090 | $92,222-55.4% | $76,768-46.5% | $135,375-69.6% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -5.60% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $759 | $3,216-76.4% | $2,485-69.5% | $4,779-84.1% |
| Participant deferral / active EE | $2,284 | $4,509-49.4% | $3,852-40.7% | $5,609-59.3% |
| Admin fee / account holder | $2,395 | $10,748-77.7% | $6,675-64.1% | $10,827-77.9% |