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 | $26,067 | $59,107-55.9% | $86,436-69.8% | $68,494-61.9% |
| Participation rate | 97.7% | 75.2%+22.4pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -12.36% | -0.23%-12.1pp | 4394.89%-4407.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,142 | $2,519+64.4% | $3,769+9.9% | $2,596+59.5% |
| Participant deferral / active EE | $9,775 | $5,901+65.7% | $6,952+40.6% | $4,027+142.7% |
| Admin fee / account holder | $665 | $5,637-88.2% | $6,731-90.1% | $5,403-87.7% |