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 | $32,854 | $81,900-59.9% | $119,609-72.5% | $68,494-52.0% |
| Participation rate | 88.1% | 71.9%+16.2pp | 79.3%+8.8pp | 67.9%+20.2pp |
| Annual return | -18.50% | -23.82%+5.3pp | -14.97%-3.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,499 | $2,693+29.9% | $4,232-17.3% | $2,596+34.8% |
| Participant deferral / active EE | $4,981 | $4,148+20.1% | $5,602-11.1% | $4,027+23.7% |
| Admin fee / account holder | $606 | $6,582-90.8% | $10,323-94.1% | $5,403-88.8% |