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 6-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 | $41,263 | $82,664-50.1% | $125,339-67.1% | $68,494-39.8% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -14.34% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $7,964 | $3,381+135.6% | $4,814+65.5% | $2,596+206.8% |
| Participant deferral / active EE | $3,897 | $6,110-36.2% | $7,446-47.7% | $4,027-3.2% |
| Admin fee / account holder | $16,732 | $6,275+166.6% | $10,010+67.2% | $5,403+209.7% |