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 | $31,276 | $73,867-57.7% | $143,757-78.2% | $68,494-54.3% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -19.34% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,817 | $3,184-42.9% | $4,951-63.3% | $2,596-30.0% |
| Participant deferral / active EE | $4,117 | $3,384+21.7% | $5,637-27.0% | $4,027+2.2% |
| Admin fee / account holder | $404 | $5,755-93.0% | $14,673-97.2% | $5,403-92.5% |