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 | $27,861 | $59,805-53.4% | $79,550-65.0% | $68,494-59.3% |
| Participation rate | 71.1% | 61.1%+10.0pp | 69.5%+1.6pp | 67.9%+3.2pp |
| Annual return | -16.38% | -12.30%-4.1pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $961 | $1,505-36.1% | $2,413-60.2% | $2,596-63.0% |
| Participant deferral / active EE | $1,598 | $3,024-47.2% | $3,985-59.9% | $4,027-60.3% |
| Admin fee / account holder | $2,639 | $4,835-45.4% | $6,832-61.4% | $5,403-51.2% |