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 | $23,676 | $82,664-71.4% | $125,339-81.1% | $68,494-65.4% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,835 | $3,381+13.4% | $4,814-20.3% | $2,596+47.7% |
| Participant deferral / active EE | $5,363 | $6,110-12.2% | $7,446-28.0% | $4,027+33.2% |
| Admin fee / account holder | $2,589 | $6,275-58.7% | $10,010-74.1% | $5,403-52.1% |