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 | $14,695 | $73,867-80.1% | $143,757-89.8% | $68,494-78.5% |
| Participation rate | 95.9% | 66.7%+29.3pp | 80.3%+15.6pp | 67.9%+28.1pp |
| Annual return | -17.67% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $752 | $3,184-76.4% | $4,951-84.8% | $2,596-71.0% |
| Participant deferral / active EE | $1,511 | $3,384-55.4% | $5,637-73.2% | $4,027-62.5% |
| Admin fee / account holder | $1,226 | $5,755-78.7% | $14,673-91.6% | $5,403-77.3% |