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 | $18,476 | $25,979-28.9% | $71,735-74.2% | $68,494-73.0% |
| Participation rate | 70.4% | 54.5%+15.9pp | 62.3%+8.1pp | 67.9%+2.5pp |
| Annual return | -16.22% | -15.10%-1.1pp | 9.14%-25.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $791 | $900-12.2% | $1,704-53.6% | $2,596-69.5% |
| Participant deferral / active EE | $1,122 | $1,522-26.3% | $2,658-57.8% | $4,027-72.1% |
| Admin fee / account holder | $2,137 | $2,022+5.7% | $3,974-46.2% | $5,403-60.4% |