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 | $28,987 | $42,894-32.4% | $60,874-52.4% | $68,494-57.7% |
| Participation rate | 98.3% | 66.8%+31.5pp | 73.1%+25.2pp | 67.9%+30.4pp |
| Annual return | -15.69% | -13.98%-1.7pp | 16.90%-32.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,699 | $1,978-14.1% | $2,701-37.1% | $2,596-34.6% |
| Participant deferral / active EE | $1,645 | $2,867-42.6% | $3,817-56.9% | $4,027-59.2% |
| Admin fee / account holder | $1,609 | $3,101-48.1% | $3,224-50.1% | $5,403-70.2% |