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 | $36,524 | $71,883-49.2% | $86,677-57.9% | $68,494-46.7% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -17.93% | 3.52%-21.5pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,919 | $2,173+34.4% | $2,836+2.9% | $2,596+12.4% |
| Participant deferral / active EE | $3,278 | $3,779-13.3% | $4,656-29.6% | $4,027-18.6% |
| Admin fee / account holder | $15,997 | $6,112+161.7% | $7,493+113.5% | $5,403+196.1% |