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 | $27,130 | $64,707-58.1% | $112,228-75.8% | $68,494-60.4% |
| Participation rate | 90.7% | 67.2%+23.6pp | 75.1%+15.7pp | 67.9%+22.9pp |
| Annual return | -10.12% | -11.40%+1.3pp | 27.45%-37.6pp | -7.84%-2.3pp |
| Employer contribution / active EE | $2,453 | $2,746-10.7% | $3,635-32.5% | $2,596-5.5% |
| Participant deferral / active EE | $4,978 | $3,565+39.6% | $4,728+5.3% | $4,027+23.6% |
| Admin fee / account holder | $4,449 | $5,232-15.0% | $6,410-30.6% | $5,403-17.7% |