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 | $23,949 | $73,867-67.6% | $143,757-83.3% | $68,494-65.0% |
| Participation rate | 94.9% | 66.7%+28.3pp | 80.3%+14.6pp | 67.9%+27.0pp |
| Annual return | -17.82% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,173 | $3,184-31.8% | $4,951-56.1% | $2,596-16.3% |
| Participant deferral / active EE | $4,367 | $3,384+29.0% | $5,637-22.5% | $4,027+8.4% |
| Admin fee / account holder | $1,594 | $5,755-72.3% | $14,673-89.1% | $5,403-70.5% |