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 | $35,110 | $54,350-35.4% | $82,719-57.6% | $68,494-48.7% |
| Participation rate | 96.3% | 63.9%+32.4pp | 72.6%+23.7pp | 67.9%+28.4pp |
| Annual return | -15.28% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,236 | $2,218+45.9% | $3,009+7.6% | $2,596+24.6% |
| Participant deferral / active EE | $5,521 | $3,246+70.1% | $4,395+25.6% | $4,027+37.1% |
| Admin fee / account holder | $4,508 | $4,395+2.6% | $5,329-15.4% | $5,403-16.6% |