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 9-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 | $15,184 | $53,162-71.4% | $91,220-83.4% | $68,494-77.8% |
| Participation rate | 96.2% | 63.2%+32.9pp | 73.2%+23.0pp | 67.9%+28.3pp |
| Annual return | -15.85% | -3.14%-12.7pp | 114.01%-129.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $6,280 | $1,709+267.4% | $2,850+120.3% | $2,596+141.9% |
| Participant deferral / active EE | $9,246 | $2,974+210.9% | $4,234+118.4% | $4,027+129.6% |
| Admin fee / account holder | $3,574 | $4,493-20.5% | $5,420-34.1% | $5,403-33.9% |