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 | $46,622 | $82,286-43.3% | $68,791-32.2% | $134,475-65.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.01% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,473 | $3,301-25.1% | $2,655-6.9% | $4,740-47.8% |
| Participant deferral / active EE | $3,926 | $4,739-17.1% | $3,941-0.4% | $6,400-38.7% |
| Admin fee / account holder | $868 | $6,481-86.6% | $4,932-82.4% | $11,426-92.4% |