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 | $39,521 | $59,805-33.9% | $79,550-50.3% | $68,494-42.3% |
| Participation rate | 93.6% | 61.1%+32.6pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | -13.16% | -12.30%-0.9pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $866 | $1,505-42.4% | $2,413-64.1% | $2,596-66.6% |
| Participant deferral / active EE | $3,501 | $3,024+15.8% | $3,985-12.1% | $4,027-13.1% |
| Admin fee / account holder | $1,662 | $4,835-65.6% | $6,832-75.7% | $5,403-69.2% |