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 | $21,983 | $49,177-55.3% | $79,464-72.3% | $64,186-65.8% |
| Participation rate | 73.2% | 65.0%+8.2pp | 73.3%-0.1pp | 69.6%+3.6pp |
| Annual return | -7.67% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,496 | $2,076-27.9% | $2,800-46.6% | $2,381-37.1% |
| Participant deferral / active EE | $2,670 | $2,821-5.4% | $3,704-27.9% | $3,470-23.0% |
| Admin fee / account holder | $394 | $3,839-89.7% | $5,113-92.3% | $4,888-91.9% |