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 | $39,427 | $54,350-27.5% | $82,719-52.3% | $68,494-42.4% |
| Participation rate | 76.5% | 63.9%+12.6pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -13.55% | -13.67%+0.1pp | 701.18%-714.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $320 | $2,218-85.6% | $3,009-89.4% | $2,596-87.7% |
| Participant deferral / active EE | $4,016 | $3,246+23.7% | $4,395-8.6% | $4,027-0.3% |
| Admin fee / account holder | $9,181 | $4,395+108.9% | $5,329+72.3% | $5,403+69.9% |