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 | $36,988 | $64,707-42.8% | $112,228-67.0% | $68,494-46.0% |
| Participation rate | 71.8% | 67.2%+4.6pp | 75.1%-3.3pp | 67.9%+3.9pp |
| Annual return | -17.35% | -11.40%-5.9pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,262 | $2,746+55.2% | $3,635+17.3% | $2,596+64.2% |
| Participant deferral / active EE | $2,422 | $3,565-32.1% | $4,728-48.8% | $4,027-39.9% |
| Admin fee / account holder | $2,079 | $5,232-60.3% | $6,410-67.6% | $5,403-61.5% |