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 | $19,663 | $64,707-69.6% | $112,228-82.5% | $68,494-71.3% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -17.31% | -11.40%-5.9pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6,623 | $2,746+141.2% | $3,635+82.2% | $2,596+155.1% |
| Participant deferral / active EE | $1,949 | $3,565-45.3% | $4,728-58.8% | $4,027-51.6% |
| Admin fee / account holder | $8,419 | $5,232+60.9% | $6,410+31.3% | $5,403+55.8% |