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 | $36,453 | $59,805-39.0% | $79,550-54.2% | $68,494-46.8% |
| Participation rate | 91.3% | 61.1%+30.2pp | 69.5%+21.8pp | 67.9%+23.4pp |
| Annual return | -12.31% | -12.30%0pp | 0.16%-12.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,772 | $1,505+17.7% | $2,413-26.6% | $2,596-31.8% |
| Participant deferral / active EE | $4,828 | $3,024+59.6% | $3,985+21.2% | $4,027+19.9% |
| Admin fee / account holder | $2,485 | $4,835-48.6% | $6,832-63.6% | $5,403-54.0% |