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 | $33,696 | $65,061-48.2% | $143,757-76.6% | $66,914-49.6% |
| Participation rate | 70.2% | 65.2%+5.0pp | 80.3%-10.1pp | 69.8%+0.4pp |
| Annual return | -15.67% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,431 | $2,361+3.0% | $4,951-50.9% | $2,544-4.5% |
| Participant deferral / active EE | $5,004 | $2,919+71.4% | $5,637-11.2% | $4,237+18.1% |
| Admin fee / account holder | $1,195 | $502+138.1% | $14,673-91.9% | $593+101.4% |