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 | $24,036 | $167,307-85.6% | $143,757-83.3% | $134,475-82.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -13.54% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,957 | $5,619-47.4% | $4,951-40.3% | $4,740-37.6% |
| Participant deferral / active EE | $4,159 | $6,446-35.5% | $5,637-26.2% | $6,400-35.0% |
| Admin fee / account holder | $6,599 | $18,088-63.5% | $14,673-55.0% | $11,426-42.2% |