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 6-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 | $34,896 | $82,664-57.8% | $125,339-72.2% | $68,494-49.1% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,377 | $3,381-0.1% | $4,814-29.8% | $2,596+30.1% |
| Participant deferral / active EE | $8,071 | $6,110+32.1% | $7,446+8.4% | $4,027+100.4% |
| Admin fee / account holder | $835 | $6,275-86.7% | $10,010-91.7% | $5,403-84.5% |