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 | $20,412 | $73,867-72.4% | $143,757-85.8% | $68,494-70.2% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -16.04% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,050 | $3,184-35.6% | $4,951-58.6% | $2,596-21.1% |
| Participant deferral / active EE | $2,041 | $3,384-39.7% | $5,637-63.8% | $4,027-49.3% |
| Admin fee / account holder | $766 | $5,755-86.7% | $14,673-94.8% | $5,403-85.8% |