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 | $29,470 | $72,404-59.3% | $110,238-73.3% | $64,186-54.1% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.6pp |
| Annual return | -5.85% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,524 | $2,282+142.1% | $3,826+44.4% | $2,381+132.0% |
| Participant deferral / active EE | $4,457 | $3,469+28.5% | $4,672-4.6% | $3,470+28.5% |
| Admin fee / account holder | $2,872 | $5,664-49.3% | $8,547-66.4% | $4,888-41.2% |