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 | $26,429 | $100,754-73.8% | $86,677-69.5% | $134,475-80.3% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -16.39% | 29.04%-45.4pp | 35.91%-52.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,714 | $3,489-50.9% | $2,836-39.6% | $4,740-63.8% |
| Participant deferral / active EE | $2,428 | $5,338-54.5% | $4,656-47.8% | $6,400-62.1% |
| Admin fee / account holder | $472 | $10,926-95.7% | $7,493-93.7% | $11,426-95.9% |