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 | $19,661 | $46,674-57.9% | $117,472-83.3% | $68,494-71.3% |
| Participation rate | 83.0% | 56.8%+26.2pp | 70.6%+12.4pp | 67.9%+15.1pp |
| Annual return | -9.77% | -14.52%+4.7pp | 29.74%-39.5pp | -7.84%-1.9pp |
| Employer contribution / active EE | $479 | $1,505-68.2% | $4,176-88.5% | $2,596-81.6% |
| Participant deferral / active EE | $887 | $2,636-66.4% | $4,070-78.2% | $4,027-78.0% |
| Admin fee / account holder | $358 | $4,020-91.1% | $5,645-93.7% | $5,403-93.4% |