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 | $18,429 | $54,350-66.1% | $82,719-77.7% | $68,494-73.1% |
| Participation rate | 98.3% | 63.9%+34.4pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -14.82% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,966 | $2,218+33.7% | $3,009-1.4% | $2,596+14.2% |
| Participant deferral / active EE | $1,522 | $3,246-53.1% | $4,395-65.4% | $4,027-62.2% |
| Admin fee / account holder | $1,426 | $4,395-67.6% | $5,329-73.2% | $5,403-73.6% |