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 | $38,164 | $59,805-36.2% | $79,550-52.0% | $68,494-44.3% |
| Participation rate | 77.1% | 61.1%+16.1pp | 69.5%+7.7pp | 67.9%+9.3pp |
| Annual return | -18.01% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $445 | $1,505-70.5% | $2,413-81.6% | $2,596-82.9% |
| Participant deferral / active EE | $4,062 | $3,024+34.3% | $3,985+1.9% | $4,027+0.9% |
| Admin fee / account holder | $1,320 | $4,835-72.7% | $6,832-80.7% | $5,403-75.6% |