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 | $20,322 | $73,867-72.5% | $143,757-85.9% | $68,494-70.3% |
| Participation rate | 93.2% | 66.7%+26.5pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -13.85% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,825 | $3,184-42.7% | $4,951-63.1% | $2,596-29.7% |
| Participant deferral / active EE | $2,641 | $3,384-22.0% | $5,637-53.2% | $4,027-34.4% |
| Admin fee / account holder | $5,083 | $5,755-11.7% | $14,673-65.4% | $5,403-5.9% |