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 | $39,728 | $82,664-51.9% | $125,339-68.3% | $68,494-42.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -19.07% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,539 | $3,381-54.5% | $4,814-68.0% | $2,596-40.7% |
| Participant deferral / active EE | $4,935 | $6,110-19.2% | $7,446-33.7% | $4,027+22.5% |
| Admin fee / account holder | $13,651 | $6,275+117.5% | $10,010+36.4% | $5,403+152.7% |