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 | $21,381 | $53,162-59.8% | $91,220-76.6% | $68,494-68.8% |
| Participation rate | 87.5% | 63.2%+24.3pp | 73.2%+14.3pp | 67.9%+19.6pp |
| Annual return | -13.93% | -3.14%-10.8pp | 114.01%-127.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,348 | $1,709+95.9% | $2,850+17.5% | $2,596+29.0% |
| Participant deferral / active EE | $5,103 | $2,974+71.6% | $4,234+20.5% | $4,027+26.7% |
| Admin fee / account holder | $2,353 | $4,493-47.6% | $5,420-56.6% | $5,403-56.5% |