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 | $31,240 | $73,004-57.2% | $90,749-65.6% | $68,494-54.4% |
| Participation rate | 96.8% | 70.8%+25.9pp | 75.7%+21.1pp | 67.9%+28.9pp |
| Annual return | -13.49% | -13.81%+0.3pp | -12.16%-1.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,936 | $2,193-11.7% | $2,921-33.7% | $2,596-25.4% |
| Participant deferral / active EE | $4,298 | $3,627+18.5% | $4,564-5.8% | $4,027+6.7% |
| Admin fee / account holder | $1,022 | $5,896-82.7% | $8,445-87.9% | $5,403-81.1% |