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 | $40,862 | $73,867-44.7% | $143,757-71.6% | $68,494-40.3% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -12.48% | 1.01%-13.5pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,134 | $3,184-33.0% | $4,951-56.9% | $2,596-17.8% |
| Participant deferral / active EE | $2,238 | $3,384-33.9% | $5,637-60.3% | $4,027-44.4% |
| Admin fee / account holder | $1,771 | $5,755-69.2% | $14,673-87.9% | $5,403-67.2% |