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 8-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 | $9,887 | $42,894-76.9% | $60,874-83.8% | $68,494-85.6% |
| Participation rate | 82.1% | 66.8%+15.4pp | 73.1%+9.0pp | 67.9%+14.3pp |
| Annual return | -17.01% | -13.98%-3.0pp | 16.90%-33.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,642 | $1,978-17.0% | $2,701-39.2% | $2,596-36.8% |
| Participant deferral / active EE | $2,276 | $2,867-20.6% | $3,817-40.4% | $4,027-43.5% |
| Admin fee / account holder | $1,003 | $3,101-67.6% | $3,224-68.9% | $5,403-81.4% |