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 | $33,890 | $82,664-59.0% | $125,339-73.0% | $68,494-50.5% |
| Participation rate | 96.4% | 75.0%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,212 | $3,381-34.6% | $4,814-54.0% | $2,596-14.8% |
| Participant deferral / active EE | $6,140 | $6,110+0.5% | $7,446-17.5% | $4,027+52.5% |
| Admin fee / account holder | $1,388 | $6,275-77.9% | $10,010-86.1% | $5,403-74.3% |