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 | $38,018 | $82,664-54.0% | $125,339-69.7% | $68,494-44.5% |
| Participation rate | 78.7% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.8pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,394 | $3,381-29.2% | $4,814-50.3% | $2,596-7.8% |
| Participant deferral / active EE | $4,900 | $6,110-19.8% | $7,446-34.2% | $4,027+21.7% |
| Admin fee / account holder | $412 | $6,275-93.4% | $10,010-95.9% | $5,403-92.4% |