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 | $28,737 | $73,867-61.1% | $143,757-80.0% | $68,494-58.0% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -14.64% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $778 | $3,184-75.6% | $4,951-84.3% | $2,596-70.0% |
| Participant deferral / active EE | $2,592 | $3,384-23.4% | $5,637-54.0% | $4,027-35.6% |
| Admin fee / account holder | $3,232 | $5,755-43.8% | $14,673-78.0% | $5,403-40.2% |