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 | $25,916 | $54,350-52.3% | $82,719-68.7% | $68,494-62.2% |
| Participation rate | 95.5% | 63.9%+31.5pp | 72.6%+22.9pp | 67.9%+27.6pp |
| Annual return | -12.94% | -13.67%+0.7pp | 701.18%-714.1pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,263 | $2,218-43.1% | $3,009-58.0% | $2,596-51.4% |
| Participant deferral / active EE | $2,772 | $3,246-14.6% | $4,395-36.9% | $4,027-31.2% |
| Admin fee / account holder | $9,452 | $4,395+115.1% | $5,329+77.4% | $5,403+75.0% |