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 | $24,984 | $54,350-54.0% | $82,719-69.8% | $68,494-63.5% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -17.58% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,622 | $2,218-26.9% | $3,009-46.1% | $2,596-37.5% |
| Participant deferral / active EE | $5,233 | $3,246+61.2% | $4,395+19.1% | $4,027+29.9% |
| Admin fee / account holder | $2,336 | $4,395-46.8% | $5,329-56.2% | $5,403-56.8% |