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 | $31,816 | $73,867-56.9% | $143,757-77.9% | $68,494-53.6% |
| Participation rate | 79.2% | 66.7%+12.6pp | 80.3%-1.1pp | 67.9%+11.4pp |
| Annual return | -17.36% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,510 | $3,184-52.6% | $4,951-69.5% | $2,596-41.8% |
| Participant deferral / active EE | $4,348 | $3,384+28.5% | $5,637-22.9% | $4,027+8.0% |
| Admin fee / account holder | $1,081 | $5,755-81.2% | $14,673-92.6% | $5,403-80.0% |