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 | $26,060 | $42,894-39.2% | $60,874-57.2% | $68,494-62.0% |
| Participation rate | 83.3% | 66.8%+16.5pp | 73.1%+10.2pp | 67.9%+15.4pp |
| Annual return | -14.38% | -13.98%-0.4pp | 16.90%-31.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $650 | $1,978-67.1% | $2,701-75.9% | $2,596-75.0% |
| Participant deferral / active EE | $5,255 | $2,867+83.3% | $3,817+37.7% | $4,027+30.5% |
| Admin fee / account holder | $2,106 | $3,101-32.1% | $3,224-34.7% | $5,403-61.0% |