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 | $29,089 | $59,805-51.4% | $79,550-63.4% | $68,494-57.5% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.5%+6.3pp | 67.9%+7.9pp |
| Annual return | -10.49% | -12.30%+1.8pp | 0.16%-10.7pp | -7.84%-2.6pp |
| Employer contribution / active EE | $4,277 | $1,505+184.2% | $2,413+77.3% | $2,596+64.7% |
| Participant deferral / active EE | $1,292 | $3,024-57.3% | $3,985-67.6% | $4,027-67.9% |
| Admin fee / account holder | $929 | $4,835-80.8% | $6,832-86.4% | $5,403-82.8% |