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 3-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 | $37,840 | $73,004-48.2% | $90,749-58.3% | $68,494-44.8% |
| Participation rate | 92.1% | 70.8%+21.3pp | 75.7%+16.4pp | 67.9%+24.2pp |
| Annual return | -13.31% | -13.81%+0.5pp | -12.16%-1.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,965 | $2,193-10.4% | $2,921-32.7% | $2,596-24.3% |
| Participant deferral / active EE | $4,405 | $3,627+21.5% | $4,564-3.5% | $4,027+9.4% |
| Admin fee / account holder | $2,872 | $5,896-51.3% | $8,445-66.0% | $5,403-46.8% |