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 | $38,328 | $86,655-55.8% | $119,609-68.0% | $66,914-42.7% |
| Participation rate | 83.1% | 75.6%+7.5pp | 79.3%+3.8pp | 69.8%+13.3pp |
| Annual return | -16.32% | -8.00%-8.3pp | -14.97%-1.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,052 | $2,536-19.1% | $4,232-51.5% | $2,544-19.3% |
| Participant deferral / active EE | $2,826 | $4,358-35.1% | $5,602-49.6% | $4,237-33.3% |
| Admin fee / account holder | $5,337 | $755+607.2% | $10,323-48.3% | $593+799.6% |