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 | $28,201 | $46,674-39.6% | $117,472-76.0% | $68,494-58.8% |
| Participation rate | 92.5% | 56.8%+35.7pp | 70.6%+21.9pp | 67.9%+24.6pp |
| Annual return | -12.89% | -14.52%+1.6pp | 29.74%-42.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,186 | $1,505+45.3% | $4,176-47.7% | $2,596-15.8% |
| Participant deferral / active EE | $2,385 | $2,636-9.5% | $4,070-41.4% | $4,027-40.8% |
| Admin fee / account holder | $427 | $4,020-89.4% | $5,645-92.4% | $5,403-92.1% |