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 6-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 | $22,174 | $59,805-62.9% | $79,550-72.1% | $68,494-67.6% |
| Participation rate | 95.3% | 61.1%+34.3pp | 69.5%+25.9pp | 67.9%+27.5pp |
| Annual return | -0.06% | -12.30%+12.2pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,796 | $1,505+85.8% | $2,413+15.9% | $2,596+7.7% |
| Participant deferral / active EE | $6,105 | $3,024+101.9% | $3,985+53.2% | $4,027+51.6% |
| Admin fee / account holder | $1,430 | $4,835-70.4% | $6,832-79.1% | $5,403-73.5% |