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 | $38,188 | $57,354-33.4% | $83,848-54.5% | $64,186-40.5% |
| Participation rate | 89.5% | 68.6%+20.9pp | 76.1%+13.3pp | 69.6%+19.9pp |
| Annual return | -8.43% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,205 | $2,545-13.4% | $3,631-39.3% | $2,381-7.4% |
| Participant deferral / active EE | $4,446 | $2,993+48.6% | $4,082+8.9% | $3,470+28.2% |
| Admin fee / account holder | $1,744 | $4,046-56.9% | $5,478-68.2% | $4,888-64.3% |