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 | $32,356 | $48,265-33.0% | $68,791-53.0% | $68,494-52.8% |
| Participation rate | 78.5% | 60.7%+17.8pp | 69.0%+9.4pp | 67.9%+10.6pp |
| Annual return | -3.42% | -12.71%+9.3pp | -6.38%+3.0pp | -7.84%+4.4pp |
| Employer contribution / active EE | $3,077 | $1,829+68.3% | $2,655+15.9% | $2,596+18.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,107 | $4,355-51.6% | $4,932-57.3% | $5,403-61.0% |