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 | $20,306 | $42,383-52.1% | $76,523-73.5% | $64,186-68.4% |
| Participation rate | 82.8% | 58.1%+24.6pp | 68.0%+14.8pp | 69.6%+13.2pp |
| Annual return | -3.93% | -16.54%+12.6pp | -0.27%-3.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,601 | $1,563+66.4% | $2,647-1.8% | $2,381+9.2% |
| Participant deferral / active EE | $4,317 | $2,566+68.2% | $3,835+12.5% | $3,470+24.4% |
| Admin fee / account holder | $12,292 | $3,198+284.4% | $4,848+153.5% | $4,888+151.5% |