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 | $34,220 | $82,664-58.6% | $125,339-72.7% | $68,494-50.0% |
| Participation rate | 82.2% | 75.0%+7.2pp | 82.4%-0.1pp | 67.9%+14.3pp |
| Annual return | -13.04% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $7,876 | $3,381+132.9% | $4,814+63.6% | $2,596+203.3% |
| Participant deferral / active EE | $16,537 | $6,110+170.6% | $7,446+122.1% | $4,027+310.6% |
| Admin fee / account holder | $8,355 | $6,275+33.1% | $10,010-16.5% | $5,403+54.7% |