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 8-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 | $29,712 | $45,863-35.2% | $77,024-61.4% | $68,494-56.6% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -15.40% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,873 | $1,650+13.5% | $2,812-33.4% | $2,596-27.9% |
| Participant deferral / active EE | $2,990 | $2,962+0.9% | $4,426-32.4% | $4,027-25.7% |
| Admin fee / account holder | $1,548 | $3,041-49.1% | $5,425-71.5% | $5,403-71.3% |