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 | $11,565 | $54,350-78.7% | $82,719-86.0% | $68,494-83.1% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -15.42% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $929 | $2,218-58.1% | $3,009-69.1% | $2,596-64.2% |
| Participant deferral / active EE | $1,741 | $3,246-46.4% | $4,395-60.4% | $4,027-56.8% |
| Admin fee / account holder | $1,367 | $4,395-68.9% | $5,329-74.4% | $5,403-74.7% |