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 | $42,852 | $54,229-21.0% | $70,092-38.9% | $68,494-37.4% |
| Participation rate | 72.6% | 64.5%+8.1pp | 70.5%+2.1pp | 67.9%+4.7pp |
| Annual return | -18.22% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $733 | $2,018-63.7% | $2,559-71.4% | $2,596-71.8% |
| Participant deferral / active EE | $6,346 | $2,956+114.7% | $3,849+64.9% | $4,027+57.6% |
| Admin fee / account holder | $2,129 | $4,694-54.6% | $6,267-66.0% | $5,403-60.6% |