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 | $23,594 | $42,894-45.0% | $60,874-61.2% | $68,494-65.6% |
| Participation rate | 83.7% | 66.8%+16.9pp | 73.1%+10.6pp | 67.9%+15.8pp |
| Annual return | -13.82% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,687 | $1,978-14.7% | $2,701-37.6% | $2,596-35.0% |
| Participant deferral / active EE | $2,415 | $2,867-15.7% | $3,817-36.7% | $4,027-40.0% |
| Admin fee / account holder | $9,073 | $3,101+192.6% | $3,224+181.4% | $5,403+67.9% |