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 | $36,382 | $69,010-47.3% | $159,960-77.3% | $68,494-46.9% |
| Participation rate | 89.7% | 65.4%+24.2pp | 78.0%+11.7pp | 67.9%+21.8pp |
| Annual return | -18.48% | -9.65%-8.8pp | 408.60%-427.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,645 | $2,213-25.7% | $4,226-61.1% | $2,596-36.7% |
| Participant deferral / active EE | $4,478 | $4,212+6.3% | $6,182-27.6% | $4,027+11.2% |
| Admin fee / account holder | $7,572 | $4,798+57.8% | $8,698-12.9% | $5,403+40.1% |