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 | $27,286 | $27,641-1.3% | $61,373-55.5% | $68,494-60.2% |
| Participation rate | 75.5% | 39.5%+36.0pp | 52.6%+22.9pp | 67.9%+7.6pp |
| Annual return | -18.82% | -13.24%-5.6pp | 338.61%-357.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,375 | $695+97.7% | $1,159+18.6% | $2,596-47.0% |
| Participant deferral / active EE | $2,986 | $1,263+136.4% | $2,125+40.5% | $4,027-25.9% |
| Admin fee / account holder | $1,130 | $2,010-43.8% | $2,130-47.0% | $5,403-79.1% |