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 | $20,651 | $54,350-62.0% | $82,719-75.0% | $68,494-69.9% |
| Participation rate | 81.0% | 63.9%+17.0pp | 72.6%+8.4pp | 67.9%+13.1pp |
| Annual return | -17.60% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,764 | $2,218-20.5% | $3,009-41.4% | $2,596-32.1% |
| Participant deferral / active EE | $2,729 | $3,246-15.9% | $4,395-37.9% | $4,027-32.2% |
| Admin fee / account holder | $7,089 | $4,395+61.3% | $5,329+33.0% | $5,403+31.2% |