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 | $30,582 | $73,004-58.1% | $90,749-66.3% | $68,494-55.4% |
| Participation rate | 89.6% | 70.8%+18.8pp | 75.7%+13.9pp | 67.9%+21.7pp |
| Annual return | -16.14% | -13.81%-2.3pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,144 | $2,193-2.2% | $2,921-26.6% | $2,596-17.4% |
| Participant deferral / active EE | $3,251 | $3,627-10.4% | $4,564-28.8% | $4,027-19.3% |
| Admin fee / account holder | $5,644 | $5,896-4.3% | $8,445-33.2% | $5,403+4.5% |