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 | $24,362 | $73,867-67.0% | $143,757-83.1% | $68,494-64.4% |
| Participation rate | 94.9% | 66.7%+28.2pp | 80.3%+14.6pp | 67.9%+27.0pp |
| Annual return | -16.54% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $470 | $3,184-85.2% | $4,951-90.5% | $2,596-81.9% |
| Participant deferral / active EE | $2,875 | $3,384-15.1% | $5,637-49.0% | $4,027-28.6% |
| Admin fee / account holder | $4,638 | $5,755-19.4% | $14,673-68.4% | $5,403-14.2% |