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 | $37,783 | $82,664-54.3% | $125,339-69.9% | $68,494-44.8% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -9.80% | -5.97%-3.8pp | 572.05%-581.9pp | -7.84%-2.0pp |
| Employer contribution / active EE | $5,709 | $3,381+68.9% | $4,814+18.6% | $2,596+119.9% |
| Participant deferral / active EE | $9,331 | $6,110+52.7% | $7,446+25.3% | $4,027+131.7% |
| Admin fee / account holder | $1,554 | $6,275-75.2% | $10,010-84.5% | $5,403-71.2% |