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 | $25,988 | $57,354-54.7% | $83,848-69.0% | $64,186-59.5% |
| Participation rate | 89.8% | 68.6%+21.2pp | 76.1%+13.7pp | 69.6%+20.2pp |
| Annual return | -7.74% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $650 | $2,545-74.5% | $3,631-82.1% | $2,381-72.7% |
| Participant deferral / active EE | $1,803 | $2,993-39.8% | $4,082-55.8% | $3,470-48.0% |
| Admin fee / account holder | $3,165 | $4,046-21.8% | $5,478-42.2% | $4,888-35.3% |