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 | $25,626 | $59,805-57.2% | $79,550-67.8% | $68,494-62.6% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -16.81% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $792 | $1,505-47.4% | $2,413-67.2% | $2,596-69.5% |
| Participant deferral / active EE | $3,107 | $3,024+2.7% | $3,985-22.0% | $4,027-22.8% |
| Admin fee / account holder | $918 | $4,835-81.0% | $6,832-86.6% | $5,403-83.0% |