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 | $26,294 | $43,723-39.9% | $121,196-78.3% | $64,186-59.0% |
| Participation rate | 83.8% | 58.3%+25.5pp | 71.7%+12.0pp | 69.6%+14.2pp |
| Annual return | -4.10% | 68.91%-73.0pp | 16.93%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,899 | $1,296+46.5% | $4,022-52.8% | $2,381-20.2% |
| Participant deferral / active EE | $1,108 | $2,280-51.4% | $3,344-66.9% | $3,470-68.1% |
| Admin fee / account holder | $1,127 | $3,501-67.8% | $5,019-77.5% | $4,888-76.9% |