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 | $17,933 | $73,867-75.7% | $143,757-87.5% | $68,494-73.8% |
| Participation rate | 96.1% | 66.7%+29.4pp | 80.3%+15.8pp | 67.9%+28.2pp |
| Annual return | -16.54% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,612 | $3,184-49.4% | $4,951-67.4% | $2,596-37.9% |
| Participant deferral / active EE | $4,454 | $3,384+31.6% | $5,637-21.0% | $4,027+10.6% |
| Admin fee / account holder | $1,548 | $5,755-73.1% | $14,673-89.4% | $5,403-71.3% |