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 | $33,929 | $82,664-59.0% | $125,339-72.9% | $68,494-50.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,355 | $3,381-59.9% | $4,814-71.8% | $2,596-47.8% |
| Participant deferral / active EE | $5,527 | $6,110-9.5% | $7,446-25.8% | $4,027+37.2% |
| Admin fee / account holder | $1,215 | $6,275-80.6% | $10,010-87.9% | $5,403-77.5% |