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 | $40,697 | $58,577-30.5% | $83,333-51.2% | $64,186-36.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.05% | 9.65%-14.7pp | 10.63%-15.7pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,040 | $2,098-50.4% | $3,379-69.2% | $2,381-56.3% |
| Participant deferral / active EE | $3,915 | $4,654-15.9% | $5,565-29.6% | $3,470+12.8% |
| Admin fee / account holder | $1,647 | $9,275-82.2% | $7,510-78.1% | $4,888-66.3% |