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 | $39,129 | $105,860-63.0% | $90,749-56.9% | $134,475-70.9% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -19.28% | -11.01%-8.3pp | -12.16%-7.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,194 | $3,462-65.5% | $2,921-59.1% | $4,740-74.8% |
| Participant deferral / active EE | $3,191 | $5,216-38.8% | $4,564-30.1% | $6,400-50.1% |
| Admin fee / account holder | $1,569 | $13,938-88.7% | $8,445-81.4% | $11,426-86.3% |