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 | $19,469 | $45,863-57.5% | $77,024-74.7% | $68,494-71.6% |
| Participation rate | 70.8% | 55.9%+14.9pp | 67.9%+2.9pp | 67.9%+2.9pp |
| Annual return | -19.09% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,998 | $1,650+21.1% | $2,812-29.0% | $2,596-23.1% |
| Participant deferral / active EE | $3,127 | $2,962+5.6% | $4,426-29.4% | $4,027-22.4% |
| Admin fee / account holder | $2,286 | $3,041-24.8% | $5,425-57.9% | $5,403-57.7% |