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 | $38,794 | $59,805-35.1% | $79,550-51.2% | $68,494-43.4% |
| Participation rate | 72.1% | 61.1%+11.0pp | 69.5%+2.6pp | 67.9%+4.2pp |
| Annual return | -15.59% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,749 | $1,505+16.2% | $2,413-27.5% | $2,596-32.6% |
| Participant deferral / active EE | $2,962 | $3,024-2.0% | $3,985-25.7% | $4,027-26.4% |
| Admin fee / account holder | $3,528 | $4,835-27.0% | $6,832-48.4% | $5,403-34.7% |