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 | $24,248 | $71,883-66.3% | $86,677-72.0% | $68,494-64.6% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -18.01% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,861 | $2,173+31.7% | $2,836+0.9% | $2,596+10.2% |
| Participant deferral / active EE | $4,461 | $3,779+18.1% | $4,656-4.2% | $4,027+10.8% |
| Admin fee / account holder | $2,131 | $6,112-65.1% | $7,493-71.6% | $5,403-60.6% |