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 | $42,178 | $56,357-25.2% | $104,294-59.6% | $68,494-38.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.15% | -9.19%-5.0pp | 24.61%-38.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $735 | $1,960-62.5% | $3,372-78.2% | $2,596-71.7% |
| Participant deferral / active EE | $1,546 | $3,077-49.7% | $4,625-66.6% | $4,027-61.6% |
| Admin fee / account holder | $3,821 | $4,903-22.1% | $7,339-47.9% | $5,403-29.3% |