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 | $37,636 | $53,162-29.2% | $91,220-58.7% | $68,494-45.1% |
| Participation rate | 80.9% | 63.2%+17.6pp | 73.2%+7.7pp | 67.9%+13.0pp |
| Annual return | -15.72% | -3.14%-12.6pp | 114.01%-129.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $588 | $1,709-65.6% | $2,850-79.4% | $2,596-77.3% |
| Participant deferral / active EE | $1,275 | $2,974-57.1% | $4,234-69.9% | $4,027-68.3% |
| Admin fee / account holder | $17,894 | $4,493+298.2% | $5,420+230.2% | $5,403+231.2% |