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 | $30,943 | $42,383-27.0% | $76,523-59.6% | $64,186-51.8% |
| Participation rate | 85.5% | 58.1%+27.4pp | 68.0%+17.5pp | 69.6%+15.9pp |
| Annual return | -7.61% | -16.54%+8.9pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,464 | $1,563+57.6% | $2,647-6.9% | $2,381+3.5% |
| Participant deferral / active EE | $6,144 | $2,566+139.4% | $3,835+60.2% | $3,470+77.1% |
| Admin fee / account holder | $4,067 | $3,198+27.2% | $4,848-16.1% | $4,888-16.8% |