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 | $35,830 | $54,350-34.1% | $82,719-56.7% | $68,494-47.7% |
| Participation rate | 93.4% | 63.9%+29.5pp | 72.6%+20.9pp | 67.9%+25.6pp |
| Annual return | -19.34% | -13.67%-5.7pp | 701.18%-720.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,497 | $2,218+12.6% | $3,009-17.0% | $2,596-3.8% |
| Participant deferral / active EE | $2,653 | $3,246-18.3% | $4,395-39.6% | $4,027-34.1% |
| Admin fee / account holder | $1,088 | $4,395-75.2% | $5,329-79.6% | $5,403-79.9% |