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 | $32,772 | $54,350-39.7% | $82,719-60.4% | $68,494-52.2% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -17.80% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,131 | $2,218-3.9% | $3,009-29.2% | $2,596-17.9% |
| Participant deferral / active EE | $4,608 | $3,246+42.0% | $4,395+4.8% | $4,027+14.4% |
| Admin fee / account holder | $2,391 | $4,395-45.6% | $5,329-55.1% | $5,403-55.8% |