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 | $31,220 | $53,162-41.3% | $91,220-65.8% | $68,494-54.4% |
| Participation rate | 89.3% | 63.2%+26.1pp | 73.2%+16.1pp | 67.9%+21.4pp |
| Annual return | -18.60% | -3.14%-15.5pp | 114.01%-132.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,904 | $1,709+11.4% | $2,850-33.2% | $2,596-26.7% |
| Participant deferral / active EE | $3,228 | $2,974+8.6% | $4,234-23.8% | $4,027-19.8% |
| Admin fee / account holder | $1,161 | $4,493-74.2% | $5,420-78.6% | $5,403-78.5% |