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 | $32,203 | $73,867-56.4% | $143,757-77.6% | $68,494-53.0% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -15.64% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,850 | $3,184-10.5% | $4,951-42.4% | $2,596+9.8% |
| Participant deferral / active EE | $6,289 | $3,384+85.8% | $5,637+11.6% | $4,027+56.2% |
| Admin fee / account holder | $804 | $5,755-86.0% | $14,673-94.5% | $5,403-85.1% |