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 | $29,386 | $49,177-40.2% | $79,464-63.0% | $64,186-54.2% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -5.78% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,691 | $2,076-18.6% | $2,800-39.6% | $2,381-29.0% |
| Participant deferral / active EE | $1,667 | $2,821-40.9% | $3,704-55.0% | $3,470-51.9% |
| Admin fee / account holder | $1,058 | $3,839-72.4% | $5,113-79.3% | $4,888-78.4% |