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 | $18,883 | $82,664-77.2% | $125,339-84.9% | $68,494-72.4% |
| Participation rate | 86.6% | 75.0%+11.5pp | 82.4%+4.2pp | 67.9%+18.7pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $798 | $3,381-76.4% | $4,814-83.4% | $2,596-69.3% |
| Participant deferral / active EE | $4,134 | $6,110-32.3% | $7,446-44.5% | $4,027+2.7% |
| Admin fee / account holder | $2,303 | $6,275-63.3% | $10,010-77.0% | $5,403-57.4% |