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 | $29,921 | $49,177-39.2% | $79,464-62.3% | $64,186-53.4% |
| Participation rate | 80.6% | 65.0%+15.5pp | 73.3%+7.2pp | 69.6%+11.0pp |
| Annual return | -2.70% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,925 | $2,076-7.3% | $2,800-31.3% | $2,381-19.1% |
| Participant deferral / active EE | $2,567 | $2,821-9.0% | $3,704-30.7% | $3,470-26.0% |
| Admin fee / account holder | $9,323 | $3,839+142.9% | $5,113+82.3% | $4,888+90.7% |