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 | $22,250 | $49,177-54.8% | $79,464-72.0% | $64,186-65.3% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -3.01% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,815 | $2,076-12.6% | $2,800-35.2% | $2,381-23.8% |
| Participant deferral / active EE | $1,798 | $2,821-36.3% | $3,704-51.5% | $3,470-48.2% |
| Admin fee / account holder | $1,178 | $3,839-69.3% | $5,113-77.0% | $4,888-75.9% |