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 9-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 | $33,758 | $92,222-63.4% | $76,768-56.0% | $135,375-75.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -8.31% | 5.46%-13.8pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,784 | $3,216-44.5% | $2,485-28.2% | $4,779-62.7% |
| Participant deferral / active EE | $3,377 | $4,509-25.1% | $3,852-12.3% | $5,609-39.8% |
| Admin fee / account holder | $985 | $10,748-90.8% | $6,675-85.2% | $10,827-90.9% |