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 | $10,386 | $73,867-85.9% | $143,757-92.8% | $68,494-84.8% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -17.25% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,367 | $3,184-57.1% | $4,951-72.4% | $2,596-47.3% |
| Participant deferral / active EE | $2,458 | $3,384-27.4% | $5,637-56.4% | $4,027-39.0% |
| Admin fee / account holder | $4,933 | $5,755-14.3% | $14,673-66.4% | $5,403-8.7% |