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 | $24,371 | $56,199-56.6% | $67,652-64.0% | $59,632-59.1% |
| Participation rate | 84.9% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | -2.28% | 18505.31%-18507.6pp | 6625.04%-6627.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,331 | $1,614-17.6% | $2,266-41.3% | $2,203-39.6% |
| Participant deferral / active EE | $2,958 | $2,844+4.0% | $3,560-16.9% | $3,192-7.3% |
| Admin fee / account holder | $1,155 | $3,958-70.8% | $4,821-76.1% | $4,297-73.1% |