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 | $35,519 | $82,664-57.0% | $125,339-71.7% | $68,494-48.1% |
| Participation rate | 91.5% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,418 | $3,381-28.5% | $4,814-49.8% | $2,596-6.9% |
| Participant deferral / active EE | $4,038 | $6,110-33.9% | $7,446-45.8% | $4,027+0.3% |
| Admin fee / account holder | $1,458 | $6,275-76.8% | $10,010-85.4% | $5,403-73.0% |