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 | $38,890 | $110,094-64.7% | $151,611-74.3% | $68,494-43.2% |
| Participation rate | 92.5% | 84.0%+8.5pp | 87.5%+5.0pp | 67.9%+24.6pp |
| Annual return | -15.85% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,010 | $4,471-32.7% | $6,166-51.2% | $2,596+15.9% |
| Participant deferral / active EE | $5,435 | $6,527-16.7% | $8,363-35.0% | $4,027+35.0% |
| Admin fee / account holder | $883 | $7,719-88.6% | $11,616-92.4% | $5,403-83.6% |