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 | $42,191 | $142,344-70.4% | $119,609-64.7% | $134,475-68.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.45% | -12.44%+11.0pp | -14.97%+13.5pp | 417.96%-419.4pp |
| Employer contribution / active EE | $3,055 | $5,222-41.5% | $4,232-27.8% | $4,740-35.5% |
| Participant deferral / active EE | $7,754 | $6,469+19.9% | $5,602+38.4% | $6,400+21.2% |
| Admin fee / account holder | $1,464 | $13,584-89.2% | $10,323-85.8% | $11,426-87.2% |