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 | $34,834 | $64,707-46.2% | $112,228-69.0% | $68,494-49.1% |
| Participation rate | 77.1% | 67.2%+10.0pp | 75.1%+2.1pp | 67.9%+9.3pp |
| Annual return | -17.74% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,559 | $2,746-43.2% | $3,635-57.1% | $2,596-40.0% |
| Participant deferral / active EE | $2,484 | $3,565-30.3% | $4,728-47.5% | $4,027-38.3% |
| Admin fee / account holder | $3,474 | $5,232-33.6% | $6,410-45.8% | $5,403-35.7% |