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 | $35,479 | $49,177-27.9% | $79,464-55.4% | $64,186-44.7% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | -5.74% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $675 | $2,076-67.5% | $2,800-75.9% | $2,381-71.7% |
| Participant deferral / active EE | $3,822 | $2,821+35.5% | $3,704+3.2% | $3,470+10.2% |
| Admin fee / account holder | $1,197 | $3,839-68.8% | $5,113-76.6% | $4,888-75.5% |