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 6-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 | $26,569 | $82,664-67.9% | $125,339-78.8% | $68,494-61.2% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -14.25% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,777 | $3,381-17.9% | $4,814-42.3% | $2,596+7.0% |
| Participant deferral / active EE | $6,153 | $6,110+0.7% | $7,446-17.4% | $4,027+52.8% |
| Admin fee / account holder | $831 | $6,275-86.8% | $10,010-91.7% | $5,403-84.6% |