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 3-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 | $25,757 | $73,867-65.1% | $143,757-82.1% | $68,494-62.4% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -19.12% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,133 | $3,184-33.0% | $4,951-56.9% | $2,596-17.8% |
| Participant deferral / active EE | $4,870 | $3,384+43.9% | $5,637-13.6% | $4,027+20.9% |
| Admin fee / account holder | $6,040 | $5,755+5.0% | $14,673-58.8% | $5,403+11.8% |