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 | $33,076 | $64,707-48.9% | $112,228-70.5% | $68,494-51.7% |
| Participation rate | 74.0% | 67.2%+6.8pp | 75.1%-1.1pp | 67.9%+6.1pp |
| Annual return | -14.18% | -11.40%-2.8pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,172 | $2,746-20.9% | $3,635-40.2% | $2,596-16.3% |
| Participant deferral / active EE | $4,040 | $3,565+13.3% | $4,728-14.6% | $4,027+0.3% |
| Admin fee / account holder | $4,165 | $5,232-20.4% | $6,410-35.0% | $5,403-22.9% |