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 7-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 | $31,947 | $71,883-55.6% | $86,677-63.1% | $68,494-53.4% |
| Participation rate | 72.3% | 72.2%+0.1pp | 76.6%-4.3pp | 67.9%+4.4pp |
| Annual return | -15.11% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,493 | $2,173-31.3% | $2,836-47.4% | $2,596-42.5% |
| Participant deferral / active EE | $2,848 | $3,779-24.6% | $4,656-38.8% | $4,027-29.3% |
| Admin fee / account holder | $8,066 | $6,112+32.0% | $7,493+7.6% | $5,403+49.3% |