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 | $28,849 | $167,307-82.8% | $143,757-79.9% | $134,475-78.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -12.80% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $16,986 | $5,619+202.3% | $4,951+243.1% | $4,740+258.4% |
| Participant deferral / active EE | $4,529 | $6,446-29.7% | $5,637-19.7% | $6,400-29.2% |
| Admin fee / account holder | $4,733 | $18,088-73.8% | $14,673-67.7% | $11,426-58.6% |