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 | $37,561 | $95,862-60.8% | $79,550-52.8% | $134,475-72.1% |
| Participation rate | 73.9% | 75.0%-1.1pp | 69.5%+4.4pp | 81.2%-7.3pp |
| Annual return | -13.59% | -2.69%-10.9pp | 0.16%-13.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,738 | $3,128-44.4% | $2,413-28.0% | $4,740-63.3% |
| Participant deferral / active EE | $2,342 | $4,693-50.1% | $3,985-41.2% | $6,400-63.4% |
| Admin fee / account holder | $2,764 | $9,126-69.7% | $6,832-59.5% | $11,426-75.8% |