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 | $33,189 | $73,004-54.5% | $90,749-63.4% | $68,494-51.5% |
| Participation rate | 72.6% | 70.8%+1.8pp | 75.7%-3.1pp | 67.9%+4.7pp |
| Annual return | -13.19% | -13.81%+0.6pp | -12.16%-1.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,806 | $2,193-17.6% | $2,921-38.2% | $2,596-30.4% |
| Participant deferral / active EE | $2,910 | $3,627-19.7% | $4,564-36.2% | $4,027-27.7% |
| Admin fee / account holder | $14,017 | $5,896+137.7% | $8,445+66.0% | $5,403+159.4% |