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 | $29,744 | $42,396-29.8% | $67,313-55.8% | $56,287-47.2% |
| Participation rate | 72.0% | 61.0%+11.0pp | 69.1%+2.9pp | 69.9%+2.1pp |
| Annual return | -3.83% | -36.63%+32.8pp | -4.08%+0.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,122 | $1,414-20.6% | $2,566-56.3% | $2,111-46.8% |
| Participant deferral / active EE | $1,965 | $2,360-16.7% | $3,568-44.9% | $3,350-41.3% |
| Admin fee / account holder | $1,388 | $510+172.3% | $4,507-69.2% | $521+166.4% |