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 6-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 | $29,809 | $82,664-63.9% | $125,339-76.2% | $68,494-56.5% |
| Participation rate | 84.3% | 75.0%+9.2pp | 82.4%+1.9pp | 67.9%+16.4pp |
| Annual return | -9.17% | -5.97%-3.2pp | 572.05%-581.2pp | -7.84%-1.3pp |
| Employer contribution / active EE | $3,537 | $3,381+4.6% | $4,814-26.5% | $2,596+36.2% |
| Participant deferral / active EE | $4,249 | $6,110-30.5% | $7,446-42.9% | $4,027+5.5% |
| Admin fee / account holder | $1,222 | $6,275-80.5% | $10,010-87.8% | $5,403-77.4% |