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 | $35,978 | $64,707-44.4% | $112,228-67.9% | $68,494-47.5% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -15.95% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,373 | $2,746-13.6% | $3,635-34.7% | $2,596-8.6% |
| Participant deferral / active EE | $3,374 | $3,565-5.3% | $4,728-28.6% | $4,027-16.2% |
| Admin fee / account holder | $643 | $5,232-87.7% | $6,410-90.0% | $5,403-88.1% |