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 | $29,083 | $59,805-51.4% | $79,550-63.4% | $68,494-57.5% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.5%+20.5pp | 67.9%+22.1pp |
| Annual return | -12.61% | -12.30%-0.3pp | 0.16%-12.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $732 | $1,505-51.3% | $2,413-69.6% | $2,596-71.8% |
| Participant deferral / active EE | $4,917 | $3,024+62.6% | $3,985+23.4% | $4,027+22.1% |
| Admin fee / account holder | $2,776 | $4,835-42.6% | $6,832-59.4% | $5,403-48.6% |