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 | $29,612 | $95,193-68.9% | $76,523-61.3% | $135,375-78.1% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -7.88% | 4.85%-12.7pp | -0.27%-7.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,397 | $3,302-57.7% | $2,647-47.2% | $4,779-70.8% |
| Participant deferral / active EE | $2,464 | $4,639-46.9% | $3,835-35.8% | $5,609-56.1% |
| Admin fee / account holder | $3,145 | $6,249-49.7% | $4,848-35.1% | $10,827-71.0% |