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 | $25,772 | $73,867-65.1% | $143,757-82.1% | $68,494-62.4% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -17.32% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,228 | $3,184-30.0% | $4,951-55.0% | $2,596-14.2% |
| Participant deferral / active EE | $4,276 | $3,384+26.3% | $5,637-24.1% | $4,027+6.2% |
| Admin fee / account holder | $2,144 | $5,755-62.7% | $14,673-85.4% | $5,403-60.3% |