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 | $37,337 | $73,004-48.9% | $90,749-58.9% | $68,494-45.5% |
| Participation rate | 71.9% | 70.8%+1.0pp | 75.7%-3.8pp | 67.9%+4.0pp |
| Annual return | -14.84% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $969 | $2,193-55.8% | $2,921-66.8% | $2,596-62.7% |
| Participant deferral / active EE | $1,970 | $3,627-45.7% | $4,564-56.8% | $4,027-51.1% |
| Admin fee / account holder | $2,294 | $5,896-61.1% | $8,445-72.8% | $5,403-57.5% |