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 | $37,252 | $82,664-54.9% | $125,339-70.3% | $68,494-45.6% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -13.05% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,187 | $3,381-64.9% | $4,814-75.3% | $2,596-54.3% |
| Participant deferral / active EE | $6,039 | $6,110-1.2% | $7,446-18.9% | $4,027+50.0% |
| Admin fee / account holder | $647 | $6,275-89.7% | $10,010-93.5% | $5,403-88.0% |