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 | $17,720 | $54,350-67.4% | $82,719-78.6% | $68,494-74.1% |
| Participation rate | 89.5% | 63.9%+25.6pp | 72.6%+16.9pp | 67.9%+21.6pp |
| Annual return | -12.67% | -13.67%+1.0pp | 701.18%-713.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,595 | $2,218+62.1% | $3,009+19.5% | $2,596+38.5% |
| Participant deferral / active EE | $1,361 | $3,246-58.1% | $4,395-69.0% | $4,027-66.2% |
| Admin fee / account holder | $1,310 | $4,395-70.2% | $5,329-75.4% | $5,403-75.7% |