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 5-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 | $28,760 | $82,664-65.2% | $125,339-77.1% | $68,494-58.0% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -10.68% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $6,059 | $3,381+79.2% | $4,814+25.9% | $2,596+133.4% |
| Participant deferral / active EE | $9,383 | $6,110+53.6% | $7,446+26.0% | $4,027+133.0% |
| Admin fee / account holder | $4,118 | $6,275-34.4% | $10,010-58.9% | $5,403-23.8% |