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 | $39,363 | $45,863-14.2% | $77,024-48.9% | $68,494-42.5% |
| Participation rate | 78.5% | 55.9%+22.5pp | 67.9%+10.6pp | 67.9%+10.6pp |
| Annual return | -10.40% | 1.72%-12.1pp | 42.32%-52.7pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,307 | $1,650-20.8% | $2,812-53.5% | $2,596-49.7% |
| Participant deferral / active EE | $2,551 | $2,962-13.9% | $4,426-42.4% | $4,027-36.6% |
| Admin fee / account holder | $2,923 | $3,041-3.9% | $5,425-46.1% | $5,403-45.9% |