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 | $58,519 | $73,867-20.8% | $143,757-59.3% | $68,494-14.6% |
| Participation rate | 78.5% | 66.7%+11.8pp | 80.3%-1.8pp | 67.9%+10.6pp |
| Annual return | -14.89% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,708 | $3,184-46.4% | $4,951-65.5% | $2,596-34.2% |
| Participant deferral / active EE | $3,724 | $3,384+10.0% | $5,637-33.9% | $4,027-7.5% |
| Admin fee / account holder | $3,976 | $5,755-30.9% | $14,673-72.9% | $5,403-26.4% |