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 | $31,105 | $27,641+12.5% | $61,373-49.3% | $68,494-54.6% |
| Participation rate | 72.0% | 39.5%+32.5pp | 52.6%+19.4pp | 67.9%+4.1pp |
| Annual return | -12.13% | -13.24%+1.1pp | 338.61%-350.7pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,604 | $695+130.6% | $1,159+38.3% | $2,596-38.2% |
| Participant deferral / active EE | $2,425 | $1,263+92.0% | $2,125+14.1% | $4,027-39.8% |
| Admin fee / account holder | $323 | $2,010-84.0% | $2,130-84.9% | $5,403-94.0% |