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 | $28,792 | $167,484-82.8% | $151,611-81.0% | $134,475-78.6% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -8.63% | 7.80%-16.4pp | 3.33%-12.0pp | 417.96%-426.6pp |
| Employer contribution / active EE | $3,033 | $6,829-55.6% | $6,166-50.8% | $4,740-36.0% |
| Participant deferral / active EE | $8,276 | $8,986-7.9% | $8,363-1.0% | $6,400+29.3% |
| Admin fee / account holder | $4,324 | $13,783-68.6% | $11,616-62.8% | $11,426-62.2% |