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 | $36,507 | $54,350-32.8% | $82,719-55.9% | $68,494-46.7% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -17.13% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,548 | $2,218+60.0% | $3,009+17.9% | $2,596+36.7% |
| Participant deferral / active EE | $4,709 | $3,246+45.1% | $4,395+7.1% | $4,027+16.9% |
| Admin fee / account holder | $508 | $4,395-88.4% | $5,329-90.5% | $5,403-90.6% |