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 | $37,535 | $82,664-54.6% | $125,339-70.1% | $68,494-45.2% |
| Participation rate | 97.2% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -10.45% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,424 | $3,381-28.3% | $4,814-49.6% | $2,596-6.6% |
| Participant deferral / active EE | $5,710 | $6,110-6.5% | $7,446-23.3% | $4,027+41.8% |
| Admin fee / account holder | $6,874 | $6,275+9.5% | $10,010-31.3% | $5,403+27.2% |