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 5-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 | $20,492 | $64,707-68.3% | $112,228-81.7% | $68,494-70.1% |
| Participation rate | 80.7% | 67.2%+13.6pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -9.28% | -11.40%+2.1pp | 27.45%-36.7pp | -7.84%-1.4pp |
| Employer contribution / active EE | $1,762 | $2,746-35.8% | $3,635-51.5% | $2,596-32.1% |
| Participant deferral / active EE | $3,453 | $3,565-3.1% | $4,728-27.0% | $4,027-14.3% |
| Admin fee / account holder | $3,893 | $5,232-25.6% | $6,410-39.3% | $5,403-27.9% |