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 | $46,112 | $167,307-72.4% | $143,757-67.9% | $134,475-65.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.03% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,831 | $5,619-67.4% | $4,951-63.0% | $4,740-61.4% |
| Participant deferral / active EE | $5,287 | $6,446-18.0% | $5,637-6.2% | $6,400-17.4% |
| Admin fee / account holder | $769 | $18,088-95.7% | $14,673-94.8% | $11,426-93.3% |