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 | $37,380 | $54,350-31.2% | $82,719-54.8% | $68,494-45.4% |
| Participation rate | 87.1% | 63.9%+23.2pp | 72.6%+14.5pp | 67.9%+19.2pp |
| Annual return | -16.35% | -13.67%-2.7pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,213 | $2,218+44.8% | $3,009+6.8% | $2,596+23.7% |
| Participant deferral / active EE | $3,919 | $3,246+20.7% | $4,395-10.8% | $4,027-2.7% |
| Admin fee / account holder | $25,863 | $4,395+488.4% | $5,329+385.3% | $5,403+378.7% |