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 | $36,640 | $91,911-60.1% | $68,793-46.7% | $135,375-72.9% |
| Participation rate | 80.0% | 76.7%+3.3pp | 72.2%+7.8pp | 82.6%-2.6pp |
| Annual return | -4.38% | -8.22%+3.8pp | -4.63%+0.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,789 | $4,315-35.4% | $3,311-15.8% | $5,609-50.3% |
| Admin fee / account holder | $698 | $9,240-92.4% | $5,131-86.4% | $10,827-93.6% |