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 | $24,373 | $27,641-11.8% | $61,373-60.3% | $68,494-64.4% |
| Participation rate | 91.3% | 39.5%+51.8pp | 52.6%+38.7pp | 67.9%+23.4pp |
| Annual return | -11.65% | -13.24%+1.6pp | 338.61%-350.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,067 | $695+197.2% | $1,159+78.3% | $2,596-20.4% |
| Participant deferral / active EE | $1,516 | $1,263+20.0% | $2,125-28.7% | $4,027-62.4% |
| Admin fee / account holder | $1,276 | $2,010-36.5% | $2,130-40.1% | $5,403-76.4% |