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 | $34,895 | $142,344-75.5% | $119,609-70.8% | $134,475-74.1% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -13.43% | -12.44%-1.0pp | -14.97%+1.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,261 | $5,222-75.9% | $4,232-70.2% | $4,740-73.4% |
| Participant deferral / active EE | $3,346 | $6,469-48.3% | $5,602-40.3% | $6,400-47.7% |
| Admin fee / account holder | $496 | $13,584-96.3% | $10,323-95.2% | $11,426-95.7% |