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 | $20,676 | $73,867-72.0% | $143,757-85.6% | $68,494-69.8% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -17.43% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,499 | $3,184-52.9% | $4,951-69.7% | $2,596-42.3% |
| Participant deferral / active EE | $2,663 | $3,384-21.3% | $5,637-52.8% | $4,027-33.9% |
| Admin fee / account holder | $413 | $5,755-92.8% | $14,673-97.2% | $5,403-92.4% |