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 | $24,803 | $167,307-85.2% | $143,757-82.7% | $134,475-81.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.21% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,448 | $5,619-56.4% | $4,951-50.6% | $4,740-48.4% |
| Participant deferral / active EE | $7,039 | $6,446+9.2% | $5,637+24.9% | $6,400+10.0% |
| Admin fee / account holder | $8,447 | $18,088-53.3% | $14,673-42.4% | $11,426-26.1% |