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 | $18,063 | $59,107-69.4% | $86,436-79.1% | $68,494-73.6% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -17.09% | -0.23%-16.9pp | 4394.89%-4412.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,726 | $2,519+8.2% | $3,769-27.7% | $2,596+5.0% |
| Participant deferral / active EE | $5,258 | $5,901-10.9% | $6,952-24.4% | $4,027+30.6% |
| Admin fee / account holder | $3,724 | $5,637-33.9% | $6,731-44.7% | $5,403-31.1% |