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 | $15,487 | $42,894-63.9% | $60,874-74.6% | $68,494-77.4% |
| Participation rate | 70.3% | 66.8%+3.5pp | 73.1%-2.8pp | 67.9%+2.4pp |
| Annual return | -16.78% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $782 | $1,978-60.4% | $2,701-71.0% | $2,596-69.9% |
| Participant deferral / active EE | $1,191 | $2,867-58.4% | $3,817-68.8% | $4,027-70.4% |
| Admin fee / account holder | $2,956 | $3,101-4.7% | $3,224-8.3% | $5,403-45.3% |