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 | $38,482 | $64,707-40.5% | $112,228-65.7% | $68,494-43.8% |
| Participation rate | 76.2% | 67.2%+9.0pp | 75.1%+1.1pp | 67.9%+8.3pp |
| Annual return | -9.30% | -11.40%+2.1pp | 27.45%-36.7pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,035 | $2,746-62.3% | $3,635-71.5% | $2,596-60.1% |
| Participant deferral / active EE | $3,060 | $3,565-14.2% | $4,728-35.3% | $4,027-24.0% |
| Admin fee / account holder | $624 | $5,232-88.1% | $6,410-90.3% | $5,403-88.4% |