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 | $51,990 | $73,867-29.6% | $143,757-63.8% | $68,494-24.1% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -14.72% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $541 | $3,184-83.0% | $4,951-89.1% | $2,596-79.2% |
| Participant deferral / active EE | $1,866 | $3,384-44.9% | $5,637-66.9% | $4,027-53.7% |
| Admin fee / account holder | $2,967 | $5,755-48.4% | $14,673-79.8% | $5,403-45.1% |