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 | $27,414 | $64,707-57.6% | $112,228-75.6% | $68,494-60.0% |
| Participation rate | 93.2% | 67.2%+26.0pp | 75.1%+18.1pp | 67.9%+25.3pp |
| Annual return | -14.22% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,702 | $2,746-1.6% | $3,635-25.7% | $2,596+4.1% |
| Participant deferral / active EE | $4,134 | $3,565+16.0% | $4,728-12.6% | $4,027+2.7% |
| Admin fee / account holder | $320 | $5,232-93.9% | $6,410-95.0% | $5,403-94.1% |