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 | $24,277 | $48,265-49.7% | $68,791-64.7% | $68,494-64.6% |
| Participation rate | 81.8% | 60.7%+21.1pp | 69.0%+12.8pp | 67.9%+13.9pp |
| Annual return | -17.57% | -12.71%-4.9pp | -6.38%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $327 | $1,829-82.1% | $2,655-87.7% | $2,596-87.4% |
| Participant deferral / active EE | $2,599 | $2,867-9.3% | $3,941-34.1% | $4,027-35.5% |
| Admin fee / account holder | $3,328 | $4,355-23.6% | $4,932-32.5% | $5,403-38.4% |