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 | $39,540 | $69,010-42.7% | $159,960-75.3% | $68,494-42.3% |
| Participation rate | 86.5% | 65.4%+21.1pp | 78.0%+8.5pp | 67.9%+18.6pp |
| Annual return | -18.84% | -9.65%-9.2pp | 408.60%-427.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,391 | $2,213+8.0% | $4,226-43.4% | $2,596-7.9% |
| Participant deferral / active EE | $5,199 | $4,212+23.4% | $6,182-15.9% | $4,027+29.1% |
| Admin fee / account holder | $3,469 | $4,798-27.7% | $8,698-60.1% | $5,403-35.8% |