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 | $23,713 | $56,357-57.9% | $104,294-77.3% | $68,494-65.4% |
| Participation rate | 98.2% | 63.3%+34.9pp | 73.3%+24.9pp | 67.9%+30.3pp |
| Annual return | -11.19% | -9.19%-2.0pp | 24.61%-35.8pp | -7.84%-3.3pp |
| Employer contribution / active EE | $747 | $1,960-61.9% | $3,372-77.9% | $2,596-71.2% |
| Participant deferral / active EE | $2,173 | $3,077-29.4% | $4,625-53.0% | $4,027-46.0% |
| Admin fee / account holder | $12,503 | $4,903+155.0% | $7,339+70.4% | $5,403+131.4% |