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 | $25,461 | $107,791-76.4% | $90,645-71.9% | $135,375-81.2% |
| Participation rate | 70.0% | 78.0%-8.0pp | 74.0%-4.0pp | 82.6%-12.6pp |
| Annual return | -5.55% | -0.90%-4.7pp | 1.88%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $785 | $3,018-74.0% | $2,532-69.0% | $4,779-83.6% |
| Participant deferral / active EE | $2,170 | $3,872-43.9% | $3,425-36.6% | $5,609-61.3% |
| Admin fee / account holder | $768 | $5,930-87.1% | $4,994-84.6% | $10,827-92.9% |