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 | $32,154 | $158,817-79.8% | $121,196-73.5% | $135,375-76.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.68% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,242 | $5,665-25.1% | $4,022+5.5% | $4,779-11.2% |
| Participant deferral / active EE | $2,987 | $4,005-25.4% | $3,344-10.7% | $5,609-46.7% |
| Admin fee / account holder | $765 | $6,512-88.3% | $5,019-84.8% | $10,827-92.9% |