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 | $28,931 | $54,350-46.8% | $82,719-65.0% | $68,494-57.8% |
| Participation rate | 81.8% | 63.9%+17.9pp | 72.6%+9.3pp | 67.9%+13.9pp |
| Annual return | -8.80% | -13.67%+4.9pp | 701.18%-710.0pp | -7.84%-1.0pp |
| Employer contribution / active EE | $2,721 | $2,218+22.7% | $3,009-9.6% | $2,596+4.8% |
| Participant deferral / active EE | $6,092 | $3,246+87.7% | $4,395+38.6% | $4,027+51.3% |
| Admin fee / account holder | $2,294 | $4,395-47.8% | $5,329-57.0% | $5,403-57.5% |