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 | $25,379 | $64,707-60.8% | $112,228-77.4% | $68,494-62.9% |
| Participation rate | 82.7% | 67.2%+15.5pp | 75.1%+7.6pp | 67.9%+14.8pp |
| Annual return | -17.61% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,526 | $2,746-8.0% | $3,635-30.5% | $2,596-2.7% |
| Participant deferral / active EE | $1,560 | $3,565-56.2% | $4,728-67.0% | $4,027-61.3% |
| Admin fee / account holder | $533 | $5,232-89.8% | $6,410-91.7% | $5,403-90.1% |