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 | $42,410 | $59,805-29.1% | $79,550-46.7% | $68,494-38.1% |
| Participation rate | 72.2% | 61.1%+11.2pp | 69.5%+2.7pp | 67.9%+4.3pp |
| Annual return | -13.05% | -12.30%-0.7pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $849 | $1,505-43.6% | $2,413-64.8% | $2,596-67.3% |
| Participant deferral / active EE | $2,325 | $3,024-23.1% | $3,985-41.7% | $4,027-42.3% |
| Admin fee / account holder | $1,035 | $4,835-78.6% | $6,832-84.9% | $5,403-80.8% |