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 | $35,363 | $48,265-26.7% | $68,791-48.6% | $68,494-48.4% |
| Participation rate | 93.4% | 60.7%+32.8pp | 69.0%+24.4pp | 67.9%+25.6pp |
| Annual return | -14.83% | -12.71%-2.1pp | -6.38%-8.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,738 | $1,829+159.1% | $2,655+78.4% | $2,596+82.5% |
| Participant deferral / active EE | $2,974 | $2,867+3.7% | $3,941-24.6% | $4,027-26.2% |
| Admin fee / account holder | $1,289 | $4,355-70.4% | $4,932-73.9% | $5,403-76.1% |