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 | $20,320 | $73,867-72.5% | $143,757-85.9% | $68,494-70.3% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -17.70% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $415 | $3,184-87.0% | $4,951-91.6% | $2,596-84.0% |
| Participant deferral / active EE | $2,398 | $3,384-29.2% | $5,637-57.5% | $4,027-40.5% |
| Admin fee / account holder | $644 | $5,755-88.8% | $14,673-95.6% | $5,403-88.1% |