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 | $24,972 | $64,707-61.4% | $112,228-77.7% | $68,494-63.5% |
| Participation rate | 70.4% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -15.22% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,712 | $2,746-37.7% | $3,635-52.9% | $2,596-34.1% |
| Participant deferral / active EE | $3,355 | $3,565-5.9% | $4,728-29.0% | $4,027-16.7% |
| Admin fee / account holder | $2,120 | $5,232-59.5% | $6,410-66.9% | $5,403-60.8% |