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 | $32,809 | $46,674-29.7% | $117,472-72.1% | $68,494-52.1% |
| Participation rate | 88.0% | 56.8%+31.2pp | 70.6%+17.4pp | 67.9%+20.1pp |
| Annual return | -12.19% | -14.52%+2.3pp | 29.74%-41.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $472 | $1,505-68.6% | $4,176-88.7% | $2,596-81.8% |
| Participant deferral / active EE | $1,924 | $2,636-27.0% | $4,070-52.7% | $4,027-52.2% |
| Admin fee / account holder | $1,365 | $4,020-66.0% | $5,645-75.8% | $5,403-74.7% |