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 | $42,280 | $54,350-22.2% | $82,719-48.9% | $68,494-38.3% |
| Participation rate | 88.1% | 63.9%+24.2pp | 72.6%+15.5pp | 67.9%+20.2pp |
| Annual return | -16.55% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $859 | $2,218-61.3% | $3,009-71.4% | $2,596-66.9% |
| Participant deferral / active EE | $3,592 | $3,246+10.7% | $4,395-18.3% | $4,027-10.8% |
| Admin fee / account holder | $447 | $4,395-89.8% | $5,329-91.6% | $5,403-91.7% |