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 | $22,556 | $73,867-69.5% | $143,757-84.3% | $68,494-67.1% |
| Participation rate | 83.6% | 66.7%+17.0pp | 80.3%+3.3pp | 67.9%+15.7pp |
| Annual return | -15.00% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,216 | $3,184-61.8% | $4,951-75.4% | $2,596-53.2% |
| Participant deferral / active EE | $2,144 | $3,384-36.7% | $5,637-62.0% | $4,027-46.8% |
| Admin fee / account holder | $1,157 | $5,755-79.9% | $14,673-92.1% | $5,403-78.6% |