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 | $27,290 | $45,566-40.1% | $64,105-57.4% | $59,632-54.2% |
| Participation rate | 74.7% | 60.2%+14.6pp | 68.2%+6.6pp | 68.7%+6.1pp |
| Annual return | -0.99% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $993 | $934+6.3% | $1,820-45.4% | $2,203-54.9% |
| Participant deferral / active EE | $3,068 | $2,057+49.2% | $2,822+8.7% | $3,192-3.9% |
| Admin fee / account holder | $1,657 | $3,268-49.3% | $4,499-63.2% | $4,297-61.4% |