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 | $31,412 | $92,222-65.9% | $76,768-59.1% | $135,375-76.8% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -7.25% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,966 | $3,216-38.9% | $2,485-20.9% | $4,779-58.9% |
| Participant deferral / active EE | $2,093 | $4,509-53.6% | $3,852-45.7% | $5,609-62.7% |
| Admin fee / account holder | $4,213 | $10,748-60.8% | $6,675-36.9% | $10,827-61.1% |