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 7-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 | $39,888 | $82,664-51.7% | $125,339-68.2% | $68,494-41.8% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -18.48% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,677 | $3,381-50.4% | $4,814-65.2% | $2,596-35.4% |
| Participant deferral / active EE | $10,628 | $6,110+73.9% | $7,446+42.7% | $4,027+163.9% |
| Admin fee / account holder | $3,136 | $6,275-50.0% | $10,010-68.7% | $5,403-42.0% |