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 9-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 | $40,282 | $107,791-62.6% | $90,645-55.6% | $135,375-70.2% |
| Participation rate | 76.2% | 78.0%-1.8pp | 74.0%+2.2pp | 82.6%-6.5pp |
| Annual return | -7.38% | -0.90%-6.5pp | 1.88%-9.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $753 | $3,018-75.1% | $2,532-70.3% | $4,779-84.3% |
| Participant deferral / active EE | $3,227 | $3,872-16.7% | $3,425-5.8% | $5,609-42.5% |
| Admin fee / account holder | $4,877 | $5,930-17.8% | $4,994-2.3% | $10,827-55.0% |