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 | $19,174 | $82,664-76.8% | $125,339-84.7% | $68,494-72.0% |
| Participation rate | 82.9% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.0pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,670 | $3,381-50.6% | $4,814-65.3% | $2,596-35.7% |
| Participant deferral / active EE | $4,272 | $6,110-30.1% | $7,446-42.6% | $4,027+6.1% |
| Admin fee / account holder | $563 | $6,275-91.0% | $10,010-94.4% | $5,403-89.6% |