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 | $19,495 | $82,664-76.4% | $125,339-84.4% | $68,494-71.5% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,369 | $3,381-29.9% | $4,814-50.8% | $2,596-8.8% |
| Participant deferral / active EE | $4,668 | $6,110-23.6% | $7,446-37.3% | $4,027+15.9% |
| Admin fee / account holder | $1,415 | $6,275-77.5% | $10,010-85.9% | $5,403-73.8% |