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 | $29,010 | $56,357-48.5% | $104,294-72.2% | $68,494-57.6% |
| Participation rate | 94.1% | 63.3%+30.9pp | 73.3%+20.9pp | 67.9%+26.2pp |
| Annual return | -14.71% | -9.19%-5.5pp | 24.61%-39.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,170 | $3,077-29.5% | $4,625-53.1% | $4,027-46.1% |
| Admin fee / account holder | $3,622 | $4,903-26.1% | $7,339-50.7% | $5,403-33.0% |