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 | $38,864 | $82,664-53.0% | $125,339-69.0% | $68,494-43.3% |
| Participation rate | 83.7% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.8pp |
| Annual return | -15.48% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,399 | $3,381-29.1% | $4,814-50.2% | $2,596-7.6% |
| Participant deferral / active EE | $4,835 | $6,110-20.9% | $7,446-35.1% | $4,027+20.1% |
| Admin fee / account holder | $6,833 | $6,275+8.9% | $10,010-31.7% | $5,403+26.5% |