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 | $28,017 | $42,894-34.7% | $60,874-54.0% | $68,494-59.1% |
| Participation rate | 89.1% | 66.8%+22.3pp | 73.1%+16.0pp | 67.9%+21.2pp |
| Annual return | -10.77% | -13.98%+3.2pp | 16.90%-27.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,965 | $1,978-0.7% | $2,701-27.3% | $2,596-24.3% |
| Participant deferral / active EE | $4,023 | $2,867+40.3% | $3,817+5.4% | $4,027-0.1% |
| Admin fee / account holder | $3,110 | $3,101+0.3% | $3,224-3.6% | $5,403-42.4% |