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 | $38,478 | $82,664-53.5% | $125,339-69.3% | $68,494-43.8% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $12,095 | $3,381+257.7% | $4,814+151.3% | $2,596+365.9% |
| Participant deferral / active EE | $7,936 | $6,110+29.9% | $7,446+6.6% | $4,027+97.1% |
| Admin fee / account holder | $1,551 | $6,275-75.3% | $10,010-84.5% | $5,403-71.3% |