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 | $33,696 | $73,867-54.4% | $143,757-76.6% | $68,494-50.8% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -10.05% | 1.01%-11.1pp | -0.04%-10.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,147 | $3,184-64.0% | $4,951-76.8% | $2,596-55.8% |
| Participant deferral / active EE | $1,396 | $3,384-58.7% | $5,637-75.2% | $4,027-65.3% |
| Admin fee / account holder | $8,100 | $5,755+40.8% | $14,673-44.8% | $5,403+49.9% |