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 | $14,396 | $40,256-64.2% | $57,343-74.9% | $59,632-75.9% |
| Participation rate | 83.0% | 69.2%+13.8pp | 75.1%+7.9pp | 68.7%+14.3pp |
| Annual return | -0.65% | 27.49%-28.1pp | 24.39%-25.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,124 | $1,922-41.5% | $2,689-58.2% | $2,203-49.0% |
| Participant deferral / active EE | $1,289 | $2,399-46.3% | $3,162-59.2% | $3,192-59.6% |
| Admin fee / account holder | $3,048 | $2,818+8.2% | $3,356-9.2% | $4,297-29.1% |