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 | $24,520 | $45,863-46.5% | $77,024-68.2% | $68,494-64.2% |
| Participation rate | 93.9% | 55.9%+38.0pp | 67.9%+26.0pp | 67.9%+26.0pp |
| Annual return | -10.22% | 1.72%-11.9pp | 42.32%-52.5pp | -7.84%-2.4pp |
| Employer contribution / active EE | $790 | $1,650-52.1% | $2,812-71.9% | $2,596-69.6% |
| Participant deferral / active EE | $7,507 | $2,962+153.4% | $4,426+69.6% | $4,027+86.4% |
| Admin fee / account holder | $2,673 | $3,041-12.1% | $5,425-50.7% | $5,403-50.5% |