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 5-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 | $19,256 | $45,863-58.0% | $77,024-75.0% | $68,494-71.9% |
| Participation rate | 82.5% | 55.9%+26.6pp | 67.9%+14.6pp | 67.9%+14.6pp |
| Annual return | -17.73% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,626 | $1,650+59.2% | $2,812-6.6% | $2,596+1.1% |
| Participant deferral / active EE | $3,112 | $2,962+5.0% | $4,426-29.7% | $4,027-22.7% |
| Admin fee / account holder | $585 | $3,041-80.7% | $5,425-89.2% | $5,403-89.2% |