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 | $23,075 | $42,894-46.2% | $60,874-62.1% | $68,494-66.3% |
| Participation rate | 78.4% | 66.8%+11.6pp | 73.1%+5.3pp | 67.9%+10.5pp |
| Annual return | -0.81% | -13.98%+13.2pp | 16.90%-17.7pp | -7.84%+7.0pp |
| Employer contribution / active EE | $2,101 | $1,978+6.2% | $2,701-22.2% | $2,596-19.1% |
| Participant deferral / active EE | $2,884 | $2,867+0.6% | $3,817-24.4% | $4,027-28.4% |
| Admin fee / account holder | $1,955 | $3,101-37.0% | $3,224-39.4% | $5,403-63.8% |