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 | $25,490 | $73,867-65.5% | $143,757-82.3% | $68,494-62.8% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -8.88% | 1.01%-9.9pp | -0.04%-8.8pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,094 | $3,184-65.6% | $4,951-77.9% | $2,596-57.9% |
| Participant deferral / active EE | $5,707 | $3,384+68.6% | $5,637+1.2% | $4,027+41.7% |
| Admin fee / account holder | $9,707 | $5,755+68.7% | $14,673-33.8% | $5,403+79.7% |