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 | $27,166 | $45,863-40.8% | $77,024-64.7% | $68,494-60.3% |
| Participation rate | 72.3% | 55.9%+16.4pp | 67.9%+4.4pp | 67.9%+4.5pp |
| Annual return | -18.62% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,706 | $1,650+3.4% | $2,812-39.3% | $2,596-34.3% |
| Participant deferral / active EE | $2,677 | $2,962-9.6% | $4,426-39.5% | $4,027-33.5% |
| Admin fee / account holder | $2,304 | $3,041-24.2% | $5,425-57.5% | $5,403-57.4% |