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 | $25,681 | $31,109-17.4% | $67,711-62.1% | $52,331-50.9% |
| Participation rate | 76.0% | 54.0%+22.0pp | 67.5%+8.5pp | 68.1%+7.9pp |
| Annual return | -0.07% | 23.70%-23.8pp | 25.41%-25.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,535 | $1,076+42.7% | $2,559-40.0% | $1,882-18.4% |
| Participant deferral / active EE | $2,648 | $1,970+34.4% | $3,585-26.1% | $3,022-12.4% |
| Admin fee / account holder | $1,718 | $466+268.6% | $4,255-59.6% | $592+190.4% |