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 9-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 | $34,804 | $82,664-57.9% | $125,339-72.2% | $68,494-49.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,709 | $3,381+9.7% | $4,814-22.9% | $2,596+42.9% |
| Participant deferral / active EE | $7,737 | $6,110+26.6% | $7,446+3.9% | $4,027+92.1% |
| Admin fee / account holder | $1,736 | $6,275-72.3% | $10,010-82.7% | $5,403-67.9% |