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 | $32,131 | $73,867-56.5% | $143,757-77.6% | $68,494-53.1% |
| Participation rate | 81.0% | 66.7%+14.4pp | 80.3%+0.7pp | 67.9%+13.1pp |
| Annual return | -18.13% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,702 | $3,184-46.6% | $4,951-65.6% | $2,596-34.4% |
| Participant deferral / active EE | $2,763 | $3,384-18.4% | $5,637-51.0% | $4,027-31.4% |
| Admin fee / account holder | $631 | $5,755-89.0% | $14,673-95.7% | $5,403-88.3% |