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 | $17,333 | $100,754-82.8% | $86,677-80.0% | $134,475-87.1% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -14.25% | 29.04%-43.3pp | 35.91%-50.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,046 | $3,489-41.4% | $2,836-27.9% | $4,740-56.8% |
| Participant deferral / active EE | $3,170 | $5,338-40.6% | $4,656-31.9% | $6,400-50.5% |
| Admin fee / account holder | $7,361 | $10,926-32.6% | $7,493-1.8% | $11,426-35.6% |