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 | $32,075 | $27,641+16.0% | $61,373-47.7% | $68,494-53.2% |
| Participation rate | 95.7% | 39.5%+56.2pp | 52.6%+43.1pp | 67.9%+27.8pp |
| Annual return | -15.34% | -13.24%-2.1pp | 338.61%-353.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,261 | $695+368.9% | $1,159+181.3% | $2,596+25.6% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,774 | $2,010-11.8% | $2,130-16.7% | $5,403-67.2% |