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 | $40,863 | $81,900-50.1% | $119,609-65.8% | $68,494-40.3% |
| Participation rate | 78.8% | 71.9%+7.0pp | 79.3%-0.4pp | 67.9%+11.0pp |
| Annual return | -18.80% | -23.82%+5.0pp | -14.97%-3.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,426 | $2,693-47.0% | $4,232-66.3% | $2,596-45.1% |
| Participant deferral / active EE | $3,824 | $4,148-7.8% | $5,602-31.7% | $4,027-5.0% |
| Admin fee / account holder | $1,705 | $6,582-74.1% | $10,323-83.5% | $5,403-68.4% |