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 | $35,529 | $48,265-26.4% | $68,791-48.4% | $68,494-48.1% |
| Participation rate | 96.2% | 60.7%+35.5pp | 69.0%+27.1pp | 67.9%+28.3pp |
| Annual return | -15.85% | -12.71%-3.1pp | -6.38%-9.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,341 | $1,829-26.6% | $2,655-49.5% | $2,596-48.3% |
| Participant deferral / active EE | $3,954 | $2,867+37.9% | $3,941+0.3% | $4,027-1.8% |
| Admin fee / account holder | $4,108 | $4,355-5.7% | $4,932-16.7% | $5,403-24.0% |