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 | $21,753 | $54,350-60.0% | $82,719-73.7% | $68,494-68.2% |
| Participation rate | 74.2% | 63.9%+10.3pp | 72.6%+1.6pp | 67.9%+6.3pp |
| Annual return | -11.31% | -13.67%+2.4pp | 701.18%-712.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,899 | $2,218-14.4% | $3,009-36.9% | $2,596-26.9% |
| Participant deferral / active EE | $1,441 | $3,246-55.6% | $4,395-67.2% | $4,027-64.2% |
| Admin fee / account holder | $5,614 | $4,395+27.7% | $5,329+5.4% | $5,403+3.9% |