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 | $27,408 | $59,805-54.2% | $79,550-65.5% | $68,494-60.0% |
| Participation rate | 76.1% | 61.1%+15.0pp | 69.5%+6.6pp | 67.9%+8.2pp |
| Annual return | -15.33% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,678 | $1,505+11.5% | $2,413-30.5% | $2,596-35.4% |
| Participant deferral / active EE | $3,678 | $3,024+21.6% | $3,985-7.7% | $4,027-8.7% |
| Admin fee / account holder | $5,390 | $4,835+11.5% | $6,832-21.1% | $5,403-0.2% |