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 | $32,222 | $73,004-55.9% | $90,749-64.5% | $68,494-53.0% |
| Participation rate | 82.8% | 70.8%+11.9pp | 75.7%+7.1pp | 67.9%+14.9pp |
| Annual return | -16.47% | -13.81%-2.7pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,515 | $2,193-30.9% | $2,921-48.1% | $2,596-41.6% |
| Participant deferral / active EE | $3,288 | $3,627-9.3% | $4,564-28.0% | $4,027-18.3% |
| Admin fee / account holder | $3,223 | $5,896-45.3% | $8,445-61.8% | $5,403-40.3% |