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 | $27,940 | $72,404-61.4% | $110,238-74.7% | $64,186-56.5% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.2pp | 69.6%+9.0pp |
| Annual return | -6.12% | -6.29%+0.2pp | 314.74%-320.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,903 | $2,282-16.6% | $3,826-50.3% | $2,381-20.1% |
| Participant deferral / active EE | $3,874 | $3,469+11.7% | $4,672-17.1% | $3,470+11.7% |
| Admin fee / account holder | $5,542 | $5,664-2.2% | $8,547-35.2% | $4,888+13.4% |