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 | $29,484 | $73,867-60.1% | $143,757-79.5% | $68,494-57.0% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -14.69% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,642 | $3,184-48.4% | $4,951-66.8% | $2,596-36.7% |
| Participant deferral / active EE | $4,487 | $3,384+32.6% | $5,637-20.4% | $4,027+11.4% |
| Admin fee / account holder | $610 | $5,755-89.4% | $14,673-95.8% | $5,403-88.7% |