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 9-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 | $42,429 | $46,674-9.1% | $117,472-63.9% | $68,494-38.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.63% | -14.52%-2.1pp | 29.74%-46.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,850 | $1,505+89.4% | $4,176-31.7% | $2,596+9.8% |
| Participant deferral / active EE | $2,041 | $2,636-22.6% | $4,070-49.9% | $4,027-49.3% |
| Admin fee / account holder | $1,814 | $4,020-54.9% | $5,645-67.9% | $5,403-66.4% |