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 | $30,717 | $25,979+18.2% | $71,735-57.2% | $68,494-55.2% |
| Participation rate | 83.3% | 54.5%+28.8pp | 62.3%+21.0pp | 67.9%+15.4pp |
| Annual return | -16.41% | -15.10%-1.3pp | 9.14%-25.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,261 | $900+40.0% | $1,704-26.0% | $2,596-51.4% |
| Participant deferral / active EE | $2,168 | $1,522+42.4% | $2,658-18.4% | $4,027-46.2% |
| Admin fee / account holder | $2,767 | $2,022+36.9% | $3,974-30.4% | $5,403-48.8% |