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 | $47,146 | $77,976-39.5% | $81,367-42.1% | $125,391-62.4% |
| Participation rate | 95.2% | 83.3%+12.0pp | 82.3%+12.9pp | 83.2%+12.0pp |
| Annual return | -0.94% | -2.85%+1.9pp | -0.92%0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,319 | $4,366-46.9% | $3,930-41.0% | $4,866-52.3% |
| Participant deferral / active EE | $2,484 | $5,646-56.0% | $5,383-53.9% | $5,352-53.6% |
| Admin fee / account holder | $1,914 | $12,476-84.7% | $8,926-78.6% | $9,540-79.9% |