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 | $41,587 | $54,350-23.5% | $82,719-49.7% | $68,494-39.3% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -18.06% | -13.67%-4.4pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,163 | $2,218+42.6% | $3,009+5.1% | $2,596+21.8% |
| Participant deferral / active EE | $6,135 | $3,246+89.0% | $4,395+39.6% | $4,027+52.3% |
| Admin fee / account holder | $1,006 | $4,395-77.1% | $5,329-81.1% | $5,403-81.4% |