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 | $19,461 | $82,664-76.5% | $125,339-84.5% | $68,494-71.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -13.50% | -5.97%-7.5pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,545 | $3,381-54.3% | $4,814-67.9% | $2,596-40.5% |
| Participant deferral / active EE | $4,084 | $6,110-33.2% | $7,446-45.2% | $4,027+1.4% |
| Admin fee / account holder | $5,167 | $6,275-17.7% | $10,010-48.4% | $5,403-4.4% |