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 | $22,941 | $46,674-50.8% | $117,472-80.5% | $68,494-66.5% |
| Participation rate | 95.8% | 56.8%+39.1pp | 70.6%+25.2pp | 67.9%+27.9pp |
| Annual return | -14.45% | -14.52%+0.1pp | 29.74%-44.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,213 | $1,505+47.1% | $4,176-47.0% | $2,596-14.8% |
| Participant deferral / active EE | $2,721 | $2,636+3.2% | $4,070-33.2% | $4,027-32.4% |
| Admin fee / account holder | $4,370 | $4,020+8.7% | $5,645-22.6% | $5,403-19.1% |