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 | $13,705 | $42,894-68.0% | $60,874-77.5% | $68,494-80.0% |
| Participation rate | 85.1% | 66.8%+18.3pp | 73.1%+12.0pp | 67.9%+17.2pp |
| Annual return | -17.95% | -13.98%-4.0pp | 16.90%-34.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,076 | $1,978-45.6% | $2,701-60.2% | $2,596-58.6% |
| Participant deferral / active EE | $972 | $2,867-66.1% | $3,817-74.5% | $4,027-75.9% |
| Admin fee / account holder | $1,395 | $3,101-55.0% | $3,224-56.7% | $5,403-74.2% |