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 | $24,230 | $73,867-67.2% | $143,757-83.1% | $68,494-64.6% |
| Participation rate | 90.1% | 66.7%+23.5pp | 80.3%+9.8pp | 67.9%+22.3pp |
| Annual return | -18.56% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $633 | $3,184-80.1% | $4,951-87.2% | $2,596-75.6% |
| Participant deferral / active EE | $1,868 | $3,384-44.8% | $5,637-66.9% | $4,027-53.6% |
| Admin fee / account holder | $718 | $5,755-87.5% | $14,673-95.1% | $5,403-86.7% |