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 | $18,460 | $82,286-77.6% | $68,791-73.2% | $134,475-86.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.0%+24.7pp | 81.2%+12.5pp |
| Annual return | -17.42% | -2.19%-15.2pp | -6.38%-11.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,278 | $3,301-61.3% | $2,655-51.9% | $4,740-73.0% |
| Participant deferral / active EE | $1,448 | $4,739-69.4% | $3,941-63.3% | $6,400-77.4% |
| Admin fee / account holder | $1,397 | $6,481-78.5% | $4,932-71.7% | $11,426-87.8% |