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 | $37,640 | $54,350-30.7% | $82,719-54.5% | $68,494-45.0% |
| Participation rate | 98.7% | 63.9%+34.7pp | 72.6%+26.1pp | 67.9%+30.8pp |
| Annual return | -14.93% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,072 | $2,218-51.6% | $3,009-64.4% | $2,596-58.7% |
| Participant deferral / active EE | $2,799 | $3,246-13.8% | $4,395-36.3% | $4,027-30.5% |
| Admin fee / account holder | $3,849 | $4,395-12.4% | $5,329-27.8% | $5,403-28.8% |