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 | $29,869 | $54,350-45.0% | $82,719-63.9% | $68,494-56.4% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -18.42% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,859 | $2,218-16.2% | $3,009-38.2% | $2,596-28.4% |
| Participant deferral / active EE | $2,157 | $3,246-33.5% | $4,395-50.9% | $4,027-46.4% |
| Admin fee / account holder | $2,476 | $4,395-43.7% | $5,329-53.5% | $5,403-54.2% |