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 | $39,392 | $85,790-54.1% | $67,313-41.5% | $135,375-70.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -4.84% | -0.54%-4.3pp | -4.08%-0.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $8,493 | $3,487+143.5% | $2,566+231.0% | $4,779+77.7% |
| Participant deferral / active EE | $1,331 | $4,651-71.4% | $3,568-62.7% | $5,609-76.3% |
| Admin fee / account holder | $11,567 | $6,392+80.9% | $4,507+156.7% | $10,827+6.8% |