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 | $25,213 | $49,177-48.7% | $79,464-68.3% | $64,186-60.7% |
| Participation rate | 75.6% | 65.0%+10.6pp | 73.3%+2.3pp | 69.6%+6.0pp |
| Annual return | -3.97% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $666 | $2,076-67.9% | $2,800-76.2% | $2,381-72.0% |
| Participant deferral / active EE | $1,161 | $2,821-58.8% | $3,704-68.6% | $3,470-66.5% |
| Admin fee / account holder | $1,599 | $3,839-58.4% | $5,113-68.7% | $4,888-67.3% |