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 | $19,846 | $158,817-87.5% | $121,196-83.6% | $135,375-85.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | -4.60% | -0.64%-4.0pp | 16.93%-21.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,126 | $5,665-80.1% | $4,022-72.0% | $4,779-76.4% |
| Participant deferral / active EE | $1,654 | $4,005-58.7% | $3,344-50.5% | $5,609-70.5% |
| Admin fee / account holder | $560 | $6,512-91.4% | $5,019-88.9% | $10,827-94.8% |