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 | $31,953 | $82,664-61.3% | $125,339-74.5% | $68,494-53.3% |
| Participation rate | 89.5% | 75.0%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -11.30% | -5.97%-5.3pp | 572.05%-583.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,018 | $3,381-10.7% | $4,814-37.3% | $2,596+16.3% |
| Participant deferral / active EE | $6,306 | $6,110+3.2% | $7,446-15.3% | $4,027+56.6% |
| Admin fee / account holder | $10,401 | $6,275+65.7% | $10,010+3.9% | $5,403+92.5% |