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 | $36,772 | $49,177-25.2% | $79,464-53.7% | $64,186-42.7% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.6%+22.4pp |
| Annual return | -0.95% | -1.16%+0.2pp | 718.14%-719.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,681 | $2,076+29.1% | $2,800-4.3% | $2,381+12.6% |
| Participant deferral / active EE | $2,612 | $2,821-7.4% | $3,704-29.5% | $3,470-24.7% |
| Admin fee / account holder | $1,276 | $3,839-66.8% | $5,113-75.0% | $4,888-73.9% |