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 | $35,559 | $82,664-57.0% | $125,339-71.6% | $68,494-48.1% |
| Participation rate | 90.8% | 75.0%+15.8pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -10.22% | -5.97%-4.3pp | 572.05%-582.3pp | -7.84%-2.4pp |
| Employer contribution / active EE | $5,080 | $3,381+50.2% | $4,814+5.5% | $2,596+95.6% |
| Participant deferral / active EE | $9,737 | $6,110+59.3% | $7,446+30.8% | $4,027+141.8% |
| Admin fee / account holder | $4,688 | $6,275-25.3% | $10,010-53.2% | $5,403-13.2% |