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 | $40,534 | $99,032-59.1% | $80,019-49.3% | $135,375-70.1% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -4.47% | 15.39%-19.9pp | 11.22%-15.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,364 | $3,043-55.2% | $2,468-44.7% | $4,779-71.4% |
| Participant deferral / active EE | $4,580 | $4,282+7.0% | $3,686+24.3% | $5,609-18.3% |
| Admin fee / account holder | $1,777 | $10,436-83.0% | $6,521-72.8% | $10,827-83.6% |