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 | $42,869 | $59,805-28.3% | $79,550-46.1% | $68,494-37.4% |
| Participation rate | 73.7% | 61.1%+12.6pp | 69.5%+4.2pp | 67.9%+5.8pp |
| Annual return | -16.63% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,006 | $1,505+33.3% | $2,413-16.9% | $2,596-22.8% |
| Participant deferral / active EE | $2,666 | $3,024-11.8% | $3,985-33.1% | $4,027-33.8% |
| Admin fee / account holder | $2,334 | $4,835-51.7% | $6,832-65.8% | $5,403-56.8% |