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 | $25,920 | $57,354-54.8% | $83,848-69.1% | $64,186-59.6% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -3.52% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,694 | $2,545+45.1% | $3,631+1.7% | $2,381+55.2% |
| Participant deferral / active EE | $2,795 | $2,993-6.6% | $4,082-31.5% | $3,470-19.4% |
| Admin fee / account holder | $1,418 | $4,046-64.9% | $5,478-74.1% | $4,888-71.0% |