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 | $37,307 | $49,177-24.1% | $79,464-53.1% | $64,186-41.9% |
| Participation rate | 73.5% | 65.0%+8.5pp | 73.3%+0.2pp | 69.6%+4.0pp |
| Annual return | -4.73% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $592 | $2,076-71.5% | $2,800-78.9% | $2,381-75.1% |
| Participant deferral / active EE | $1,557 | $2,821-44.8% | $3,704-58.0% | $3,470-55.1% |
| Admin fee / account holder | $9,934 | $3,839+158.8% | $5,113+94.3% | $4,888+103.2% |