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 9-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 | $39,462 | $82,664-52.3% | $125,339-68.5% | $68,494-42.4% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -19.21% | -5.97%-13.2pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,570 | $3,381-24.0% | $4,814-46.6% | $2,596-1.0% |
| Participant deferral / active EE | $6,510 | $6,110+6.5% | $7,446-12.6% | $4,027+61.7% |
| Admin fee / account holder | $2,420 | $6,275-61.4% | $10,010-75.8% | $5,403-55.2% |