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 | $33,527 | $50,958-34.2% | $74,550-55.0% | $64,186-47.8% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.1%+1.3pp | 69.6%+0.9pp |
| Annual return | -6.69% | -1.86%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,326 | $1,115+18.9% | $1,961-32.4% | $2,381-44.3% |
| Participant deferral / active EE | $1,789 | $2,301-22.3% | $3,108-42.4% | $3,470-48.4% |
| Admin fee / account holder | $6,794 | $4,223+60.9% | $5,060+34.3% | $4,888+39.0% |