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 | $39,795 | $53,162-25.1% | $91,220-56.4% | $68,494-41.9% |
| Participation rate | 71.4% | 63.2%+8.2pp | 73.2%-1.8pp | 67.9%+3.5pp |
| Annual return | -18.53% | -3.14%-15.4pp | 114.01%-132.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $803 | $1,709-53.0% | $2,850-71.8% | $2,596-69.1% |
| Participant deferral / active EE | $3,057 | $2,974+2.8% | $4,234-27.8% | $4,027-24.1% |
| Admin fee / account holder | $1,109 | $4,493-75.3% | $5,420-79.5% | $5,403-79.5% |