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 | $41,961 | $167,307-74.9% | $143,757-70.8% | $134,475-68.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.42% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,880 | $5,619-30.9% | $4,951-21.6% | $4,740-18.1% |
| Participant deferral / active EE | $6,460 | $6,446+0.2% | $5,637+14.6% | $6,400+0.9% |
| Admin fee / account holder | $685 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |