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 | $28,171 | $54,350-48.2% | $82,719-65.9% | $68,494-58.9% |
| Participation rate | 97.6% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.7pp |
| Annual return | -18.70% | -13.67%-5.0pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,624 | $2,218-26.8% | $3,009-46.0% | $2,596-37.4% |
| Participant deferral / active EE | $1,325 | $3,246-59.2% | $4,395-69.8% | $4,027-67.1% |
| Admin fee / account holder | $1,218 | $4,395-72.3% | $5,329-77.2% | $5,403-77.5% |