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 | $26,172 | $167,484-84.4% | $151,611-82.7% | $134,475-80.5% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.5%+2.0pp | 81.2%+8.3pp |
| Annual return | -20.58% | 7.80%-28.4pp | 3.33%-23.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,541 | $6,829-77.4% | $6,166-75.0% | $4,740-67.5% |
| Participant deferral / active EE | $5,377 | $8,986-40.2% | $8,363-35.7% | $6,400-16.0% |
| Admin fee / account holder | $917 | $13,783-93.3% | $11,616-92.1% | $11,426-92.0% |