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 | $36,842 | $64,707-43.1% | $112,228-67.2% | $68,494-46.2% |
| Participation rate | 83.7% | 67.2%+16.6pp | 75.1%+8.7pp | 67.9%+15.8pp |
| Annual return | -8.79% | -11.40%+2.6pp | 27.45%-36.2pp | -7.84%-0.9pp |
| Employer contribution / active EE | $2,341 | $2,746-14.7% | $3,635-35.6% | $2,596-9.8% |
| Participant deferral / active EE | $4,507 | $3,565+26.4% | $4,728-4.7% | $4,027+11.9% |
| Admin fee / account holder | $17,307 | $5,232+230.8% | $6,410+170.0% | $5,403+220.3% |