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 | $27,976 | $82,664-66.2% | $125,339-77.7% | $68,494-59.2% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.3pp |
| Annual return | -12.80% | -5.97%-6.8pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,928 | $3,381+16.2% | $4,814-18.4% | $2,596+51.3% |
| Participant deferral / active EE | $8,214 | $6,110+34.4% | $7,446+10.3% | $4,027+104.0% |
| Admin fee / account holder | $1,431 | $6,275-77.2% | $10,010-85.7% | $5,403-73.5% |