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 9-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 | $34,210 | $73,867-53.7% | $143,757-76.2% | $68,494-50.1% |
| Participation rate | 77.3% | 66.7%+10.6pp | 80.3%-3.0pp | 67.9%+9.4pp |
| Annual return | -11.91% | 1.01%-12.9pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,934 | $3,184-7.9% | $4,951-40.7% | $2,596+13.0% |
| Participant deferral / active EE | $6,785 | $3,384+100.5% | $5,637+20.4% | $4,027+68.5% |
| Admin fee / account holder | $2,026 | $5,755-64.8% | $14,673-86.2% | $5,403-62.5% |