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 | $28,448 | $69,010-58.8% | $159,960-82.2% | $68,494-58.5% |
| Participation rate | 75.9% | 65.4%+10.5pp | 78.0%-2.1pp | 67.9%+8.0pp |
| Annual return | -18.87% | -9.65%-9.2pp | 408.60%-427.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,003 | $2,213-9.5% | $4,226-52.6% | $2,596-22.8% |
| Participant deferral / active EE | $3,838 | $4,212-8.9% | $6,182-37.9% | $4,027-4.7% |
| Admin fee / account holder | $4,240 | $4,798-11.6% | $8,698-51.3% | $5,403-21.5% |