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 | $25,068 | $81,900-69.4% | $119,609-79.0% | $68,494-63.4% |
| Participation rate | 88.1% | 71.9%+16.2pp | 79.3%+8.8pp | 67.9%+20.2pp |
| Annual return | -3.53% | -23.82%+20.3pp | -14.97%+11.4pp | -7.84%+4.3pp |
| Employer contribution / active EE | $1,994 | $2,693-26.0% | $4,232-52.9% | $2,596-23.2% |
| Participant deferral / active EE | $4,256 | $4,148+2.6% | $5,602-24.0% | $4,027+5.7% |
| Admin fee / account holder | $11,285 | $6,582+71.5% | $10,323+9.3% | $5,403+108.9% |