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 | $27,203 | $73,867-63.2% | $143,757-81.1% | $68,494-60.3% |
| Participation rate | 93.6% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -18.50% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $875 | $3,184-72.5% | $4,951-82.3% | $2,596-66.3% |
| Participant deferral / active EE | $4,188 | $3,384+23.7% | $5,637-25.7% | $4,027+4.0% |
| Admin fee / account holder | $1,105 | $5,755-80.8% | $14,673-92.5% | $5,403-79.6% |