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 9-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 | $39,979 | $73,867-45.9% | $143,757-72.2% | $68,494-41.6% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -10.35% | 1.01%-11.4pp | -0.04%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,823 | $3,184-42.7% | $4,951-63.2% | $2,596-29.8% |
| Participant deferral / active EE | $4,286 | $3,384+26.6% | $5,637-24.0% | $4,027+6.4% |
| Admin fee / account holder | $1,191 | $5,755-79.3% | $14,673-91.9% | $5,403-77.9% |