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 | $41,584 | $67,214-38.1% | $61,491-32.4% | $134,475-69.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.76% | -12.08%-7.7pp | -12.98%-6.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,278 | $4,974-14.0% | $4,246+0.8% | $4,740-9.7% |
| Participant deferral / active EE | $7,215 | $6,103+18.2% | $5,188+39.1% | $6,400+12.7% |
| Admin fee / account holder | $3,348 | $4,610-27.4% | $4,312-22.4% | $11,426-70.7% |