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 7-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 | $16,764 | $69,010-75.7% | $159,960-89.5% | $68,494-75.5% |
| Participation rate | 90.0% | 65.4%+24.6pp | 78.0%+12.0pp | 67.9%+22.1pp |
| Annual return | -16.97% | -9.65%-7.3pp | 408.60%-425.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,681 | $2,213-24.1% | $4,226-60.2% | $2,596-35.3% |
| Participant deferral / active EE | $3,814 | $4,212-9.4% | $6,182-38.3% | $4,027-5.3% |
| Admin fee / account holder | $1,344 | $4,798-72.0% | $8,698-84.6% | $5,403-75.1% |