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 | $19,045 | $73,867-74.2% | $143,757-86.8% | $68,494-72.2% |
| Participation rate | 79.0% | 66.7%+12.4pp | 80.3%-1.3pp | 67.9%+11.1pp |
| Annual return | -14.71% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,001 | $3,184-68.6% | $4,951-79.8% | $2,596-61.4% |
| Participant deferral / active EE | $1,903 | $3,384-43.8% | $5,637-66.2% | $4,027-52.8% |
| Admin fee / account holder | $6,026 | $5,755+4.7% | $14,673-58.9% | $5,403+11.5% |