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 | $12,073 | $73,867-83.7% | $143,757-91.6% | $68,494-82.4% |
| Participation rate | 81.5% | 66.7%+14.8pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -14.03% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $549 | $3,184-82.8% | $4,951-88.9% | $2,596-78.9% |
| Participant deferral / active EE | $1,067 | $3,384-68.5% | $5,637-81.1% | $4,027-73.5% |
| Admin fee / account holder | $2,082 | $5,755-63.8% | $14,673-85.8% | $5,403-61.5% |