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 | $18,052 | $69,010-73.8% | $159,960-88.7% | $68,494-73.6% |
| Participation rate | 78.0% | 65.4%+12.6pp | 78.0%+0.1pp | 67.9%+10.2pp |
| Annual return | -14.76% | -9.65%-5.1pp | 408.60%-423.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,823 | $2,213-17.6% | $4,226-56.8% | $2,596-29.8% |
| Participant deferral / active EE | $4,225 | $4,212+0.3% | $6,182-31.7% | $4,027+4.9% |
| Admin fee / account holder | $605 | $4,798-87.4% | $8,698-93.0% | $5,403-88.8% |