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 8-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 | $23,432 | $46,674-49.8% | $117,472-80.1% | $68,494-65.8% |
| Participation rate | 76.7% | 56.8%+19.9pp | 70.6%+6.1pp | 67.9%+8.8pp |
| Annual return | -18.39% | -14.52%-3.9pp | 29.74%-48.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $576 | $1,505-61.7% | $4,176-86.2% | $2,596-77.8% |
| Participant deferral / active EE | $1,999 | $2,636-24.2% | $4,070-50.9% | $4,027-50.4% |
| Admin fee / account holder | $1,828 | $4,020-54.5% | $5,645-67.6% | $5,403-66.2% |