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 | $39,087 | $142,344-72.5% | $119,609-67.3% | $134,475-70.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -13.85% | -12.44%-1.4pp | -14.97%+1.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,280 | $5,222-75.5% | $4,232-69.8% | $4,740-73.0% |
| Participant deferral / active EE | $4,003 | $6,469-38.1% | $5,602-28.6% | $6,400-37.5% |
| Admin fee / account holder | $3,299 | $13,584-75.7% | $10,323-68.0% | $11,426-71.1% |