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 | $29,352 | $59,805-50.9% | $79,550-63.1% | $68,494-57.1% |
| Participation rate | 79.3% | 61.1%+18.2pp | 69.5%+9.8pp | 67.9%+11.4pp |
| Annual return | -14.82% | -12.30%-2.5pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $514 | $1,505-65.9% | $2,413-78.7% | $2,596-80.2% |
| Participant deferral / active EE | $2,862 | $3,024-5.4% | $3,985-28.2% | $4,027-28.9% |
| Admin fee / account holder | $5,325 | $4,835+10.1% | $6,832-22.1% | $5,403-1.4% |