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 | $34,998 | $211,958-83.5% | $169,463-79.3% | $135,375-74.1% |
| Participation rate | 90.5% | 82.6%+7.8pp | 77.8%+12.7pp | 82.6%+7.8pp |
| Annual return | -7.18% | 3.26%-10.4pp | 1.83%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,169 | $5,120-38.1% | $4,159-23.8% | $4,779-33.7% |
| Participant deferral / active EE | $4,806 | $6,075-20.9% | $5,277-8.9% | $5,609-14.3% |
| Admin fee / account holder | $682 | $11,471-94.1% | $9,109-92.5% | $10,827-93.7% |