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 | $24,084 | $95,862-74.9% | $79,550-69.7% | $134,475-82.1% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -18.12% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,253 | $3,128-59.9% | $2,413-48.1% | $4,740-73.6% |
| Participant deferral / active EE | $3,064 | $4,693-34.7% | $3,985-23.1% | $6,400-52.1% |
| Admin fee / account holder | $353 | $9,126-96.1% | $6,832-94.8% | $11,426-96.9% |