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 | $33,151 | $42,894-22.7% | $60,874-45.5% | $68,494-51.6% |
| Participation rate | 82.2% | 66.8%+15.4pp | 73.1%+9.1pp | 67.9%+14.3pp |
| Annual return | -14.70% | -13.98%-0.7pp | 16.90%-31.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $959 | $1,978-51.5% | $2,701-64.5% | $2,596-63.0% |
| Participant deferral / active EE | $3,049 | $2,867+6.4% | $3,817-20.1% | $4,027-24.3% |
| Admin fee / account holder | $962 | $3,101-69.0% | $3,224-70.1% | $5,403-82.2% |