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 | $27,515 | $64,707-57.5% | $112,228-75.5% | $68,494-59.8% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -17.28% | -11.40%-5.9pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,588 | $2,746-5.8% | $3,635-28.8% | $2,596-0.3% |
| Participant deferral / active EE | $4,425 | $3,565+24.1% | $4,728-6.4% | $4,027+9.9% |
| Admin fee / account holder | $2,610 | $5,232-50.1% | $6,410-59.3% | $5,403-51.7% |