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 | $17,617 | $64,707-72.8% | $112,228-84.3% | $68,494-74.3% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -11.40% | -11.40%0pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,087 | $2,746-60.4% | $3,635-70.1% | $2,596-58.1% |
| Participant deferral / active EE | $1,605 | $3,565-55.0% | $4,728-66.0% | $4,027-60.1% |
| Admin fee / account holder | $4,207 | $5,232-19.6% | $6,410-34.4% | $5,403-22.1% |