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 | $36,531 | $167,307-78.2% | $143,757-74.6% | $134,475-72.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.06% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,723 | $5,619-33.7% | $4,951-24.8% | $4,740-21.4% |
| Participant deferral / active EE | $6,572 | $6,446+2.0% | $5,637+16.6% | $6,400+2.7% |
| Admin fee / account holder | $2,581 | $18,088-85.7% | $14,673-82.4% | $11,426-77.4% |