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 | $58,367 | $81,900-28.7% | $119,609-51.2% | $68,494-14.8% |
| Participation rate | 70.2% | 71.9%-1.7pp | 79.3%-9.0pp | 67.9%+2.3pp |
| Annual return | -15.88% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,592 | $2,693-40.9% | $4,232-62.4% | $2,596-38.7% |
| Participant deferral / active EE | $7,174 | $4,148+73.0% | $5,602+28.1% | $4,027+78.1% |
| Admin fee / account holder | $14,151 | $6,582+115.0% | $10,323+37.1% | $5,403+161.9% |