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 | $46,124 | $95,862-51.9% | $79,550-42.0% | $134,475-65.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -15.29% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,171 | $3,128-30.6% | $2,413-10.0% | $4,740-54.2% |
| Participant deferral / active EE | $3,234 | $4,693-31.1% | $3,985-18.9% | $6,400-49.5% |
| Admin fee / account holder | $8,875 | $9,126-2.8% | $6,832+29.9% | $11,426-22.3% |