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 | $26,700 | $59,805-55.4% | $79,550-66.4% | $68,494-61.0% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -19.14% | -12.30%-6.8pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $4,996 | $1,505+231.9% | $2,413+107.0% | $2,596+92.4% |
| Participant deferral / active EE | $1,823 | $3,024-39.7% | $3,985-54.3% | $4,027-54.7% |
| Admin fee / account holder | $2,381 | $4,835-50.7% | $6,832-65.1% | $5,403-55.9% |