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 | $21,406 | $54,350-60.6% | $82,719-74.1% | $68,494-68.7% |
| Participation rate | 90.2% | 63.9%+26.3pp | 72.6%+17.7pp | 67.9%+22.4pp |
| Annual return | -17.50% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,683 | $2,218+21.0% | $3,009-10.8% | $2,596+3.4% |
| Participant deferral / active EE | $6,604 | $3,246+103.4% | $4,395+50.3% | $4,027+64.0% |
| Admin fee / account holder | $1,246 | $4,395-71.7% | $5,329-76.6% | $5,403-76.9% |