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 | $36,107 | $73,867-51.1% | $143,757-74.9% | $68,494-47.3% |
| Participation rate | 70.2% | 66.7%+3.6pp | 80.3%-10.1pp | 67.9%+2.3pp |
| Annual return | -16.63% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $541 | $3,184-83.0% | $4,951-89.1% | $2,596-79.2% |
| Participant deferral / active EE | $2,028 | $3,384-40.1% | $5,637-64.0% | $4,027-49.6% |
| Admin fee / account holder | $968 | $5,755-83.2% | $14,673-93.4% | $5,403-82.1% |