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 6-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 | $18,081 | $46,674-61.3% | $117,472-84.6% | $68,494-73.6% |
| Participation rate | 80.8% | 56.8%+24.0pp | 70.6%+10.2pp | 67.9%+12.9pp |
| Annual return | -17.08% | -14.52%-2.6pp | 29.74%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,968 | $1,505+30.8% | $4,176-52.9% | $2,596-24.2% |
| Participant deferral / active EE | $2,806 | $2,636+6.5% | $4,070-31.1% | $4,027-30.3% |
| Admin fee / account holder | $2,813 | $4,020-30.0% | $5,645-50.2% | $5,403-47.9% |