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 | $33,403 | $42,894-22.1% | $60,874-45.1% | $68,494-51.2% |
| Participation rate | 72.4% | 66.8%+5.6pp | 73.1%-0.7pp | 67.9%+4.5pp |
| Annual return | -12.46% | -13.98%+1.5pp | 16.90%-29.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,136 | $1,978-42.5% | $2,701-57.9% | $2,596-56.2% |
| Participant deferral / active EE | $1,357 | $2,867-52.7% | $3,817-64.4% | $4,027-66.3% |
| Admin fee / account holder | $5,289 | $3,101+70.6% | $3,224+64.0% | $5,403-2.1% |