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 | $40,598 | $73,004-44.4% | $90,749-55.3% | $68,494-40.7% |
| Participation rate | 70.8% | 70.8%0pp | 75.7%-4.9pp | 67.9%+2.9pp |
| Annual return | -9.88% | -13.81%+3.9pp | -12.16%+2.3pp | -7.84%-2.0pp |
| Employer contribution / active EE | $586 | $2,193-73.3% | $2,921-79.9% | $2,596-77.4% |
| Participant deferral / active EE | $2,930 | $3,627-19.2% | $4,564-35.8% | $4,027-27.2% |
| Admin fee / account holder | $3,071 | $5,896-47.9% | $8,445-63.6% | $5,403-43.2% |