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 | $29,263 | $85,790-65.9% | $67,313-56.5% | $135,375-78.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | -7.13% | -0.54%-6.6pp | -4.08%-3.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,536 | $3,487-56.0% | $2,566-40.1% | $4,779-67.9% |
| Participant deferral / active EE | $3,587 | $4,651-22.9% | $3,568+0.5% | $5,609-36.0% |
| Admin fee / account holder | $1,082 | $6,392-83.1% | $4,507-76.0% | $10,827-90.0% |