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 | $31,947 | $42,894-25.5% | $60,874-47.5% | $68,494-53.4% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.8pp | 67.9%+30.1pp |
| Annual return | -12.08% | -13.98%+1.9pp | 16.90%-29.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $3,415 | $1,978+72.7% | $2,701+26.4% | $2,596+31.5% |
| Participant deferral / active EE | $1,958 | $2,867-31.7% | $3,817-48.7% | $4,027-51.4% |
| Admin fee / account holder | $2,741 | $3,101-11.6% | $3,224-15.0% | $5,403-49.3% |