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 | $25,374 | $81,900-69.0% | $119,609-78.8% | $68,494-63.0% |
| Participation rate | 76.8% | 71.9%+4.9pp | 79.3%-2.4pp | 67.9%+8.9pp |
| Annual return | -16.70% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,877 | $2,693-30.3% | $4,232-55.6% | $2,596-27.7% |
| Participant deferral / active EE | $2,543 | $4,148-38.7% | $5,602-54.6% | $4,027-36.8% |
| Admin fee / account holder | $1,311 | $6,582-80.1% | $10,323-87.3% | $5,403-75.7% |