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 | $27,774 | $71,883-61.4% | $86,677-68.0% | $68,494-59.5% |
| Participation rate | 84.4% | 72.2%+12.1pp | 76.6%+7.8pp | 67.9%+16.5pp |
| Annual return | -18.07% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,129 | $2,173-48.1% | $2,836-60.2% | $2,596-56.5% |
| Participant deferral / active EE | $1,802 | $3,779-52.3% | $4,656-61.3% | $4,027-55.3% |
| Admin fee / account holder | $1,390 | $6,112-77.3% | $7,493-81.4% | $5,403-74.3% |