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 | $34,643 | $81,900-57.7% | $119,609-71.0% | $68,494-49.4% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -9.14% | -23.82%+14.7pp | -14.97%+5.8pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,188 | $2,693-55.9% | $4,232-71.9% | $2,596-54.2% |
| Participant deferral / active EE | $2,387 | $4,148-42.4% | $5,602-57.4% | $4,027-40.7% |
| Admin fee / account holder | $3,063 | $6,582-53.5% | $10,323-70.3% | $5,403-43.3% |