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 | $25,847 | $79,633-67.5% | $93,789-72.4% | $68,494-62.3% |
| Participation rate | 94.9% | 75.4%+19.5pp | 81.0%+13.9pp | 67.9%+27.0pp |
| Annual return | -12.06% | -0.10%-12.0pp | -11.33%-0.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $3,855 | $3,665+5.2% | $4,323-10.8% | $2,596+48.5% |
| Participant deferral / active EE | $5,424 | $5,158+5.2% | $6,094-11.0% | $4,027+34.7% |
| Admin fee / account holder | $2,713 | $6,871-60.5% | $7,195-62.3% | $5,403-49.8% |