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 | $19,163 | $76,912-75.1% | $129,110-85.2% | $68,494-72.0% |
| Participation rate | 71.7% | 69.1%+2.6pp | 77.3%-5.5pp | 67.9%+3.9pp |
| Annual return | -18.58% | -9.78%-8.8pp | -10.94%-7.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,153 | $3,243-33.6% | $5,052-57.4% | $2,596-17.1% |
| Participant deferral / active EE | $3,560 | $4,732-24.8% | $6,542-45.6% | $4,027-11.6% |
| Admin fee / account holder | $2,824 | $6,638-57.5% | $14,302-80.3% | $5,403-47.7% |