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 | $30,503 | $59,805-49.0% | $79,550-61.7% | $68,494-55.5% |
| Participation rate | 73.6% | 61.1%+12.5pp | 69.5%+4.1pp | 67.9%+5.7pp |
| Annual return | -16.99% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,428 | $1,505+61.3% | $2,413+0.6% | $2,596-6.5% |
| Participant deferral / active EE | $5,554 | $3,024+83.6% | $3,985+39.4% | $4,027+37.9% |
| Admin fee / account holder | $3,151 | $4,835-34.8% | $6,832-53.9% | $5,403-41.7% |