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 6-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 | $23,232 | $82,664-71.9% | $125,339-81.5% | $68,494-66.1% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -9.59% | -5.97%-3.6pp | 572.05%-581.6pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,670 | $3,381-21.0% | $4,814-44.5% | $2,596+2.9% |
| Participant deferral / active EE | $7,113 | $6,110+16.4% | $7,446-4.5% | $4,027+76.6% |
| Admin fee / account holder | $457 | $6,275-92.7% | $10,010-95.4% | $5,403-91.5% |