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 | $33,541 | $64,707-48.2% | $112,228-70.1% | $68,494-51.0% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -12.69% | -11.40%-1.3pp | 27.45%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,813 | $2,746+2.4% | $3,635-22.6% | $2,596+8.3% |
| Participant deferral / active EE | $4,374 | $3,565+22.7% | $4,728-7.5% | $4,027+8.6% |
| Admin fee / account holder | $430 | $5,232-91.8% | $6,410-93.3% | $5,403-92.0% |