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 | $40,457 | $56,357-28.2% | $104,294-61.2% | $68,494-40.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -16.50% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,148 | $1,960-41.4% | $3,372-65.9% | $2,596-55.8% |
| Participant deferral / active EE | $1,302 | $3,077-57.7% | $4,625-71.8% | $4,027-67.7% |
| Admin fee / account holder | $893 | $4,903-81.8% | $7,339-87.8% | $5,403-83.5% |