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 | $25,470 | $53,162-52.1% | $91,220-72.1% | $68,494-62.8% |
| Participation rate | 79.3% | 63.2%+16.1pp | 73.2%+6.1pp | 67.9%+11.4pp |
| Annual return | -17.29% | -3.14%-14.2pp | 114.01%-131.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,871 | $1,709+9.5% | $2,850-34.3% | $2,596-27.9% |
| Participant deferral / active EE | $4,742 | $2,974+59.5% | $4,234+12.0% | $4,027+17.8% |
| Admin fee / account holder | $11,118 | $4,493+147.4% | $5,420+105.2% | $5,403+105.8% |