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 | $38,971 | $81,900-52.4% | $119,609-67.4% | $68,494-43.1% |
| Participation rate | 72.6% | 71.9%+0.7pp | 79.3%-6.7pp | 67.9%+4.7pp |
| Annual return | -16.56% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,416 | $2,693-10.3% | $4,232-42.9% | $2,596-7.0% |
| Participant deferral / active EE | $4,350 | $4,148+4.9% | $5,602-22.3% | $4,027+8.0% |
| Admin fee / account holder | $2,498 | $6,582-62.1% | $10,323-75.8% | $5,403-53.8% |