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 | $27,410 | $54,350-49.6% | $82,719-66.9% | $68,494-60.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.05% | -13.67%+1.6pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,840 | $2,218-17.1% | $3,009-38.9% | $2,596-29.1% |
| Participant deferral / active EE | $3,485 | $3,246+7.4% | $4,395-20.7% | $4,027-13.5% |
| Admin fee / account holder | $1,612 | $4,395-63.3% | $5,329-69.8% | $5,403-70.2% |