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 | $40,899 | $73,867-44.6% | $143,757-71.6% | $68,494-40.3% |
| Participation rate | 83.1% | 66.7%+16.4pp | 80.3%+2.7pp | 67.9%+15.2pp |
| Annual return | -14.96% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,039 | $3,184-4.6% | $4,951-38.6% | $2,596+17.0% |
| Participant deferral / active EE | $2,021 | $3,384-40.3% | $5,637-64.1% | $4,027-49.8% |
| Admin fee / account holder | $7,641 | $5,755+32.8% | $14,673-47.9% | $5,403+41.4% |