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 | $41,993 | $73,867-43.2% | $143,757-70.8% | $68,494-38.7% |
| Participation rate | 70.8% | 66.7%+4.1pp | 80.3%-9.5pp | 67.9%+2.9pp |
| Annual return | -15.87% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,386 | $3,184-25.1% | $4,951-51.8% | $2,596-8.1% |
| Participant deferral / active EE | $1,062 | $3,384-68.6% | $5,637-81.2% | $4,027-73.6% |
| Admin fee / account holder | $1,736 | $5,755-69.8% | $14,673-88.2% | $5,403-67.9% |