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 | $38,798 | $82,664-53.1% | $125,339-69.0% | $68,494-43.4% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,731 | $3,381-19.2% | $4,814-43.3% | $2,596+5.2% |
| Participant deferral / active EE | $7,892 | $6,110+29.2% | $7,446+6.0% | $4,027+96.0% |
| Admin fee / account holder | $2,660 | $6,275-57.6% | $10,010-73.4% | $5,403-50.8% |