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 8-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 | $34,370 | $71,883-52.2% | $86,677-60.3% | $68,494-49.8% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -15.02% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,040 | $2,173-52.1% | $2,836-63.3% | $2,596-59.9% |
| Participant deferral / active EE | $2,923 | $3,779-22.6% | $4,656-37.2% | $4,027-27.4% |
| Admin fee / account holder | $17,155 | $6,112+180.7% | $7,493+128.9% | $5,403+217.5% |