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 | $32,580 | $64,707-49.7% | $112,228-71.0% | $68,494-52.4% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -16.06% | -11.40%-4.7pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,583 | $2,746-5.9% | $3,635-28.9% | $2,596-0.5% |
| Participant deferral / active EE | $5,252 | $3,565+47.3% | $4,728+11.1% | $4,027+30.4% |
| Admin fee / account holder | $4,708 | $5,232-10.0% | $6,410-26.5% | $5,403-12.9% |