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 | $23,853 | $57,354-58.4% | $83,848-71.6% | $64,186-62.8% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -6.53% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,140 | $2,545-55.2% | $3,631-68.6% | $2,381-52.1% |
| Participant deferral / active EE | $1,424 | $2,993-52.4% | $4,082-65.1% | $3,470-58.9% |
| Admin fee / account holder | $580 | $4,046-85.7% | $5,478-89.4% | $4,888-88.1% |