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 9-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 | $15,716 | $46,674-66.3% | $117,472-86.6% | $68,494-77.1% |
| Participation rate | 93.5% | 56.8%+36.7pp | 70.6%+22.9pp | 67.9%+25.6pp |
| Annual return | -15.87% | -14.52%-1.4pp | 29.74%-45.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,763 | $1,505+17.2% | $4,176-57.8% | $2,596-32.1% |
| Participant deferral / active EE | $3,271 | $2,636+24.1% | $4,070-19.6% | $4,027-18.8% |
| Admin fee / account holder | $2,130 | $4,020-47.0% | $5,645-62.3% | $5,403-60.6% |