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 | $20,371 | $69,518-70.7% | $59,878-66.0% | $135,375-85.0% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.7%+13.5pp | 82.6%+5.6pp |
| Annual return | -5.77% | 7.94%-13.7pp | 3.46%-9.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,082 | $3,235-66.6% | $2,722-60.3% | $4,779-77.4% |
| Participant deferral / active EE | $3,369 | $4,206-19.9% | $3,402-1.0% | $5,609-39.9% |
| Admin fee / account holder | $1,367 | $5,734-76.2% | $3,590-61.9% | $10,827-87.4% |