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 | $35,032 | $81,900-57.2% | $119,609-70.7% | $68,494-48.9% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.1pp | 67.9%+10.2pp |
| Annual return | -15.26% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,067 | $2,693-60.4% | $4,232-74.8% | $2,596-58.9% |
| Participant deferral / active EE | $4,498 | $4,148+8.4% | $5,602-19.7% | $4,027+11.7% |
| Admin fee / account holder | $4,669 | $6,582-29.1% | $10,323-54.8% | $5,403-13.6% |