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 | $37,151 | $73,867-49.7% | $143,757-74.2% | $68,494-45.8% |
| Participation rate | 78.9% | 66.7%+12.3pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | -9.12% | 1.01%-10.1pp | -0.04%-9.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,327 | $3,184-58.3% | $4,951-73.2% | $2,596-48.9% |
| Participant deferral / active EE | $2,101 | $3,384-37.9% | $5,637-62.7% | $4,027-47.8% |
| Admin fee / account holder | $1,970 | $5,755-65.8% | $14,673-86.6% | $5,403-63.5% |