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 | $16,626 | $46,674-64.4% | $117,472-85.8% | $68,494-75.7% |
| Participation rate | 71.9% | 56.8%+15.1pp | 70.6%+1.3pp | 67.9%+4.0pp |
| Annual return | -14.08% | -14.52%+0.4pp | 29.74%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $861 | $1,505-42.8% | $4,176-79.4% | $2,596-66.8% |
| Participant deferral / active EE | $1,102 | $2,636-58.2% | $4,070-72.9% | $4,027-72.6% |
| Admin fee / account holder | $3,347 | $4,020-16.7% | $5,645-40.7% | $5,403-38.0% |