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 | $55,327 | $90,590-38.9% | $90,782-39.1% | $135,375-59.1% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.7%-11.2pp | 82.6%-11.2pp |
| Annual return | -6.78% | -3.40%-3.4pp | -3.42%-3.4pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,686 | $4,352-61.3% | $4,105-58.9% | $4,779-64.7% |
| Participant deferral / active EE | $3,974 | $5,407-26.5% | $5,366-25.9% | $5,609-29.1% |
| Admin fee / account holder | $629 | $7,683-91.8% | $5,908-89.4% | $10,827-94.2% |