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 | $35,893 | $54,350-34.0% | $82,719-56.6% | $68,494-47.6% |
| Participation rate | 82.5% | 63.9%+18.6pp | 72.6%+10.0pp | 67.9%+14.7pp |
| Annual return | -13.77% | -13.67%-0.1pp | 701.18%-714.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,038 | $2,218+37.0% | $3,009+1.0% | $2,596+17.0% |
| Participant deferral / active EE | $4,203 | $3,246+29.5% | $4,395-4.4% | $4,027+4.4% |
| Admin fee / account holder | $4,525 | $4,395+3.0% | $5,329-15.1% | $5,403-16.2% |