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 | $32,039 | $71,883-55.4% | $86,677-63.0% | $68,494-53.2% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -18.57% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,473 | $2,173-32.2% | $2,836-48.1% | $2,596-43.3% |
| Participant deferral / active EE | $6,610 | $3,779+74.9% | $4,656+42.0% | $4,027+64.1% |
| Admin fee / account holder | $591 | $6,112-90.3% | $7,493-92.1% | $5,403-89.1% |