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 | $39,052 | $84,487-53.8% | $125,339-68.8% | $66,914-41.6% |
| Participation rate | 71.8% | 76.4%-4.6pp | 82.4%-10.5pp | 69.8%+2.0pp |
| Annual return | -8.78% | -8.39%-0.4pp | 572.05%-580.8pp | 1.58%-10.4pp |
| Employer contribution / active EE | $2,535 | $3,553-28.6% | $4,814-47.3% | $2,544-0.4% |
| Participant deferral / active EE | $6,163 | $6,781-9.1% | $7,446-17.2% | $4,237+45.5% |
| Admin fee / account holder | $5,773 | $685+742.7% | $10,010-42.3% | $593+873.1% |