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 5-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 | $36,434 | $82,664-55.9% | $125,339-70.9% | $68,494-46.8% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -10.92% | -5.97%-5.0pp | 572.05%-583.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $5,654 | $3,381+67.2% | $4,814+17.5% | $2,596+117.8% |
| Participant deferral / active EE | $13,186 | $6,110+115.8% | $7,446+77.1% | $4,027+227.4% |
| Admin fee / account holder | $309 | $6,275-95.1% | $10,010-96.9% | $5,403-94.3% |