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 | $19,310 | $57,354-66.3% | $83,848-77.0% | $64,186-69.9% |
| Participation rate | 86.8% | 68.6%+18.2pp | 76.1%+10.6pp | 69.6%+17.2pp |
| Annual return | -6.46% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $928 | $2,545-63.5% | $3,631-74.4% | $2,381-61.0% |
| Participant deferral / active EE | $1,848 | $2,993-38.3% | $4,082-54.7% | $3,470-46.7% |
| Admin fee / account holder | $476 | $4,046-88.2% | $5,478-91.3% | $4,888-90.3% |