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 | $25,002 | $211,958-88.2% | $169,463-85.2% | $135,375-81.5% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -8.81% | 3.26%-12.1pp | 1.83%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,504 | $5,120-70.6% | $4,159-63.8% | $4,779-68.5% |
| Participant deferral / active EE | $7,326 | $6,075+20.6% | $5,277+38.8% | $5,609+30.6% |
| Admin fee / account holder | $1,218 | $11,471-89.4% | $9,109-86.6% | $10,827-88.8% |