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 | $21,915 | $46,674-53.0% | $117,472-81.3% | $68,494-68.0% |
| Participation rate | 71.4% | 56.8%+14.7pp | 70.6%+0.8pp | 67.9%+3.5pp |
| Annual return | -18.18% | -14.52%-3.7pp | 29.74%-47.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,615 | $1,505+7.4% | $4,176-61.3% | $2,596-37.8% |
| Participant deferral / active EE | $2,665 | $2,636+1.1% | $4,070-34.5% | $4,027-33.8% |
| Admin fee / account holder | $1,181 | $4,020-70.6% | $5,645-79.1% | $5,403-78.1% |