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 | $26,754 | $82,664-67.6% | $125,339-78.7% | $68,494-60.9% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -18.97% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,905 | $3,381-43.7% | $4,814-60.4% | $2,596-26.6% |
| Participant deferral / active EE | $2,969 | $6,110-51.4% | $7,446-60.1% | $4,027-26.3% |
| Admin fee / account holder | $478 | $6,275-92.4% | $10,010-95.2% | $5,403-91.1% |