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 | $21,841 | $48,265-54.7% | $68,791-68.2% | $68,494-68.1% |
| Participation rate | 81.3% | 60.7%+20.6pp | 69.0%+12.2pp | 67.9%+13.4pp |
| Annual return | -16.48% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,377 | $1,829+30.0% | $2,655-10.5% | $2,596-8.5% |
| Participant deferral / active EE | $3,335 | $2,867+16.3% | $3,941-15.4% | $4,027-17.2% |
| Admin fee / account holder | $3,626 | $4,355-16.8% | $4,932-26.5% | $5,403-32.9% |