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 | $26,714 | $54,350-50.8% | $82,719-67.7% | $68,494-61.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -12.79% | -13.67%+0.9pp | 701.18%-714.0pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,399 | $2,218-36.9% | $3,009-53.5% | $2,596-46.1% |
| Participant deferral / active EE | $1,714 | $3,246-47.2% | $4,395-61.0% | $4,027-57.4% |
| Admin fee / account holder | $2,420 | $4,395-44.9% | $5,329-54.6% | $5,403-55.2% |