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 | $38,491 | $45,863-16.1% | $77,024-50.0% | $68,494-43.8% |
| Participation rate | 86.0% | 55.9%+30.1pp | 67.9%+18.1pp | 67.9%+18.1pp |
| Annual return | -19.54% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $974 | $1,650-41.0% | $2,812-65.4% | $2,596-62.5% |
| Participant deferral / active EE | $6,506 | $2,962+119.6% | $4,426+47.0% | $4,027+61.5% |
| Admin fee / account holder | $808 | $3,041-73.4% | $5,425-85.1% | $5,403-85.1% |