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 | $19,819 | $49,177-59.7% | $79,464-75.1% | $64,186-69.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.61% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,353 | $2,076+61.5% | $2,800+19.7% | $2,381+40.8% |
| Participant deferral / active EE | $2,248 | $2,821-20.3% | $3,704-39.3% | $3,470-35.2% |
| Admin fee / account holder | $5,437 | $3,839+41.6% | $5,113+6.3% | $4,888+11.2% |