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 | $30,257 | $73,867-59.0% | $143,757-79.0% | $68,494-55.8% |
| Participation rate | 72.2% | 66.7%+5.6pp | 80.3%-8.1pp | 67.9%+4.3pp |
| Annual return | -16.60% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,182 | $3,184-62.9% | $4,951-76.1% | $2,596-54.5% |
| Participant deferral / active EE | $2,351 | $3,384-30.5% | $5,637-58.3% | $4,027-41.6% |
| Admin fee / account holder | $3,457 | $5,755-39.9% | $14,673-76.4% | $5,403-36.0% |