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 | $39,283 | $59,107-33.5% | $86,436-54.6% | $68,494-42.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -18.05% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,967 | $2,519-21.9% | $3,769-47.8% | $2,596-24.2% |
| Participant deferral / active EE | $4,316 | $5,901-26.9% | $6,952-37.9% | $4,027+7.2% |
| Admin fee / account holder | $448 | $5,637-92.0% | $6,731-93.3% | $5,403-91.7% |