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 | $32,144 | $73,867-56.5% | $143,757-77.6% | $68,494-53.1% |
| Participation rate | 84.4% | 66.7%+17.7pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -14.44% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,837 | $3,184-42.3% | $4,951-62.9% | $2,596-29.2% |
| Participant deferral / active EE | $2,757 | $3,384-18.5% | $5,637-51.1% | $4,027-31.5% |
| Admin fee / account holder | $17,697 | $5,755+207.5% | $14,673+20.6% | $5,403+227.6% |