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 | $33,396 | $73,004-54.3% | $90,749-63.2% | $68,494-51.2% |
| Participation rate | 88.1% | 70.8%+17.3pp | 75.7%+12.4pp | 67.9%+20.2pp |
| Annual return | -16.98% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,246 | $2,193-43.2% | $2,921-57.4% | $2,596-52.0% |
| Participant deferral / active EE | $3,839 | $3,627+5.9% | $4,564-15.9% | $4,027-4.7% |
| Admin fee / account holder | $3,828 | $5,896-35.1% | $8,445-54.7% | $5,403-29.1% |