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 8-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 | $29,049 | $59,107-50.9% | $86,436-66.4% | $68,494-57.6% |
| Participation rate | 78.6% | 75.2%+3.3pp | 80.3%-1.8pp | 67.9%+10.7pp |
| Annual return | -17.30% | -0.23%-17.1pp | 4394.89%-4412.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,822 | $2,519-27.7% | $3,769-51.7% | $2,596-29.8% |
| Participant deferral / active EE | $6,097 | $5,901+3.3% | $6,952-12.3% | $4,027+51.4% |
| Admin fee / account holder | $7,287 | $5,637+29.3% | $6,731+8.3% | $5,403+34.9% |