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 | $24,307 | $49,280-50.7% | $67,313-63.9% | $64,186-62.1% |
| Participation rate | 75.5% | 60.8%+14.7pp | 69.1%+6.4pp | 69.6%+5.9pp |
| Annual return | -6.92% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,686 | $1,668+1.1% | $2,566-34.3% | $2,381-29.2% |
| Participant deferral / active EE | $2,606 | $2,484+4.9% | $3,568-27.0% | $3,470-24.9% |
| Admin fee / account holder | $747 | $3,863-80.7% | $4,507-83.4% | $4,888-84.7% |