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 | $31,713 | $71,883-55.9% | $86,677-63.4% | $68,494-53.7% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -14.57% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $677 | $2,173-68.8% | $2,836-76.1% | $2,596-73.9% |
| Participant deferral / active EE | $2,435 | $3,779-35.6% | $4,656-47.7% | $4,027-39.5% |
| Admin fee / account holder | $4,767 | $6,112-22.0% | $7,493-36.4% | $5,403-11.8% |