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 | $29,208 | $65,061-55.1% | $143,757-79.7% | $66,914-56.4% |
| Participation rate | 95.4% | 65.2%+30.2pp | 80.3%+15.1pp | 69.8%+25.6pp |
| Annual return | -16.07% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,556 | $2,361-34.1% | $4,951-68.6% | $2,544-38.8% |
| Participant deferral / active EE | $2,821 | $2,919-3.4% | $5,637-50.0% | $4,237-33.4% |
| Admin fee / account holder | $1,759 | $502+250.5% | $14,673-88.0% | $593+196.5% |