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 7-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 | $24,414 | $59,805-59.2% | $79,550-69.3% | $68,494-64.4% |
| Participation rate | 97.2% | 61.1%+36.1pp | 69.5%+27.7pp | 67.9%+29.3pp |
| Annual return | -15.12% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,761 | $1,505+17.0% | $2,413-27.0% | $2,596-32.2% |
| Participant deferral / active EE | $7,911 | $3,024+161.6% | $3,985+98.5% | $4,027+96.4% |
| Admin fee / account holder | $1,087 | $4,835-77.5% | $6,832-84.1% | $5,403-79.9% |