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 | $30,324 | $45,863-33.9% | $77,024-60.6% | $68,494-55.7% |
| Participation rate | 93.8% | 55.9%+37.8pp | 67.9%+25.8pp | 67.9%+25.9pp |
| Annual return | -13.32% | 1.72%-15.0pp | 42.32%-55.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,769 | $1,650+67.9% | $2,812-1.5% | $2,596+6.6% |
| Participant deferral / active EE | $1,190 | $2,962-59.8% | $4,426-73.1% | $4,027-70.4% |
| Admin fee / account holder | $8,728 | $3,041+187.1% | $5,425+60.9% | $5,403+61.6% |